Morningstar Company
Industry: Investment management company
DescriptionMorningstar, Inc. is a global investment research and investment management firm headquartered in Chicago, Illinois, United States. It was founded by Joe Mansueto in 1984. CEO: Kunal Kapoor Assets under management: 220 billion USD (2017) Revenue: 911.7 million USD (2017) Subsidiaries: PitchBook Data, ByAllAccounts, Inc.,
Morningstar List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morningstar. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Morningstar Salaries. You can even request information on how much does Morningstar pay if you want to. Learn about salaries, pros and cons of working for Morningstar directly from the past employees.
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2,168 Morningstar employees in database. Find out everything there's to know about Morningstar employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morningstar Employees
Employee
Years
Job
Industry
Alyssa Miller Alyssa Miller's Morningstar Experience November 2013 - July 2014
Job Human Resources Specialist at Faegre Baker Daniels LLP
Industry Human Resources
Experience
Faegre Baker Daniels LLP December 2014 - Present
Morningstar November 2013 - July 2014
Malone's Bar and Gril May 2013 - August 2013
Private Family June 2010 - August 2013
Skills
Microsoft Office, Human Resources, Teamwork, Talent Acquisition, Leadership Development, Recruiting, Compensation & Benefits..., Organizational..., Organizational Behavior, Compensation Strategies, Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Time Management, Social Networking, Fundraising, Nonprofits, Morningstar, Morningstar Direct
Education
Loyola University Chicago 2013 — 2014
Masters degree, Human Resources, 3.8
University of Wisconsin-Madison 2009 — 2013
Bachelor's degree, Psychology
Faegre Baker Daniels LLP December 2014 - Present
Morningstar November 2013 - July 2014
Malone's Bar and Gril May 2013 - August 2013
Private Family June 2010 - August 2013
Skills
Microsoft Office, Human Resources, Teamwork, Talent Acquisition, Leadership Development, Recruiting, Compensation & Benefits..., Organizational..., Organizational Behavior, Compensation Strategies, Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Time Management, Social Networking, Fundraising, Nonprofits, Morningstar, Morningstar Direct
Education
Loyola University Chicago 2013 — 2014
Masters degree, Human Resources, 3.8
University of Wisconsin-Madison 2009 — 2013
Bachelor's degree, Psychology
Chad Lowry Chad Lowry's Morningstar Experience November 2005 - January 2007
Job Customer Education Manager at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar, Inc. January 2007 - Present
Morningstar November 2005 - January 2007
Morningstar September 2001 - November 2005
Morningstar October 2000 - September 2001
Boise Cascade Office Products June 1997 - October 2000
Skills
Mutual Funds, Data Analysis, Investments, Asset Allocation, FrameMaker, Customer Service, Portfolio Management, Analysis, Research, Customer Relations, Social Media, Excel, Writing, Editing, Microsoft Office, PowerPoint, Word, Financial Planning, Retirement Planning, Asset Management, Process Improvement, Captivate, RoboHelp, Strategic Financial..., Coaching, 401k, Adobe Acrobat, eLearning, WebEx, Instructional Design, Instructional Technology, Financial Services, Management
Education
Purdue University 2013 — 2015
M.S. Ed., Learning Design and Technology
Loyola University of Chicago 1992 — 1996
B.A., History
Morningstar, Inc. January 2007 - Present
Morningstar November 2005 - January 2007
Morningstar September 2001 - November 2005
Morningstar October 2000 - September 2001
Boise Cascade Office Products June 1997 - October 2000
Skills
Mutual Funds, Data Analysis, Investments, Asset Allocation, FrameMaker, Customer Service, Portfolio Management, Analysis, Research, Customer Relations, Social Media, Excel, Writing, Editing, Microsoft Office, PowerPoint, Word, Financial Planning, Retirement Planning, Asset Management, Process Improvement, Captivate, RoboHelp, Strategic Financial..., Coaching, 401k, Adobe Acrobat, eLearning, WebEx, Instructional Design, Instructional Technology, Financial Services, Management
Education
Purdue University 2013 — 2015
M.S. Ed., Learning Design and Technology
Loyola University of Chicago 1992 — 1996
B.A., History
Dan Ciupuliga Dan Ciupuliga's Morningstar Experience February 2015 - Present
Job Technical Manager at Morningstar
Industry Information Technology and Services
Experience
Morningstar February 2015 - Present
Morningstar January 2014 - February 2015
Morningstar January 2011 - January 2014
Sears Holdings Corporation November 2009 - January 2011
Classified Ventures October 2007 - November 2009
Soliant Consulting 2006 - 2007
Skills
JavaScript, jQuery, CSS, OOP, HTML, XHTML, DOM Scripting, PHP, XML, Photoshop, Illustrator, InDesign, AJAX, Firebug, Handlebars, Backbone.js, Require.js, JSON, HTML 5, CSS3, Agile Methodologies, MySQL, SASS, Compass, Agile, Microformats, XSLT, Fiddler, ember.js, Casper, Phantom, Ruby on Rails, User Experience, E-commerce, Web Development, CMS, .NET, Node.js, ASP, HTML5
Education
Loyola University of Chicago 2006 — 2007
MS, Enterprise Information Management
Loyola University of Chicago 2002 — 2006
BS, Computer Science
Morningstar February 2015 - Present
Morningstar January 2014 - February 2015
Morningstar January 2011 - January 2014
Sears Holdings Corporation November 2009 - January 2011
Classified Ventures October 2007 - November 2009
Soliant Consulting 2006 - 2007
Skills
JavaScript, jQuery, CSS, OOP, HTML, XHTML, DOM Scripting, PHP, XML, Photoshop, Illustrator, InDesign, AJAX, Firebug, Handlebars, Backbone.js, Require.js, JSON, HTML 5, CSS3, Agile Methodologies, MySQL, SASS, Compass, Agile, Microformats, XSLT, Fiddler, ember.js, Casper, Phantom, Ruby on Rails, User Experience, E-commerce, Web Development, CMS, .NET, Node.js, ASP, HTML5
Education
Loyola University of Chicago 2006 — 2007
MS, Enterprise Information Management
Loyola University of Chicago 2002 — 2006
BS, Computer Science
Evan Gorman Evan Gorman's Morningstar Experience November 2004 - January 2005
Job Senior Financial Analyst at Lurie Holdings Inc.
Industry Financial Services
Experience
Lurie Holdings Inc. October 2013 - Present
Accel Entertainment June 2012 - February 2013
Argo Tea September 2010 - June 2012
Chase February 2009 - September 2010
HSBC October 2005 - June 2008
MPC Products January 2005 - October 2005
Morningstar November 2004 - January 2005
Skills
Private Wealth Managment, Financial Analysis, Navision, Advent Axys, PeopleSoft, SAP ERP, Strategic Planning, Budgets, Account Reconciliation, Microsoft Excel, Microsoft Word, PowerPoint, Oracle, Financial Reporting, Finance, Accounting, Internal Controls, Management, Auditing, Analysis, Internal Audit, Sarbanes-Oxley Act, Forecasting, Variance Analysis, Financial Accounting, IFRS, US GAAP, General Ledger, Financial Statements, Financial Modeling, Cash Flow, Banking, Payroll, Budgeting, Corporate Finance, Process Improvement, SAP, Financial Services, Consolidation, Fixed Assets, SEC Filings, Start-ups, Financial Planning, Business Strategy, Business Analysis, ERP, Cash Management, Project Management, GAAP, Investments
Education
Loyola University Chicago 2002 — 2004
Bachelor of Science (BS), Accounting
Meramec Community College 2000 — 2002
Associate's degree, Business Administration, Management and Operations
Lurie Holdings Inc. October 2013 - Present
Accel Entertainment June 2012 - February 2013
Argo Tea September 2010 - June 2012
Chase February 2009 - September 2010
HSBC October 2005 - June 2008
MPC Products January 2005 - October 2005
Morningstar November 2004 - January 2005
Skills
Private Wealth Managment, Financial Analysis, Navision, Advent Axys, PeopleSoft, SAP ERP, Strategic Planning, Budgets, Account Reconciliation, Microsoft Excel, Microsoft Word, PowerPoint, Oracle, Financial Reporting, Finance, Accounting, Internal Controls, Management, Auditing, Analysis, Internal Audit, Sarbanes-Oxley Act, Forecasting, Variance Analysis, Financial Accounting, IFRS, US GAAP, General Ledger, Financial Statements, Financial Modeling, Cash Flow, Banking, Payroll, Budgeting, Corporate Finance, Process Improvement, SAP, Financial Services, Consolidation, Fixed Assets, SEC Filings, Start-ups, Financial Planning, Business Strategy, Business Analysis, ERP, Cash Management, Project Management, GAAP, Investments
Education
Loyola University Chicago 2002 — 2004
Bachelor of Science (BS), Accounting
Meramec Community College 2000 — 2002
Associate's degree, Business Administration, Management and Operations
Colleen McCaffrey's Morningstar Experience August 2014 - May 2015
Job Staff Consultant, People Advisory Services at EY
Industry Higher Education
Experience
EY September 2015 - Present
Morningstar August 2014 - May 2015
Alpha Delta Pi Sorority January 2014 - January 2015
EY June 2014 - August 2014
Morningstar May 2013 - May 2014
Alpha Delta Pi Sorority January 2013 - January 2014
Loyola Limited March 2013 - July 2013
Skills
Event Planning, Leadership, Public Speaking, Microsoft Word, Time Management, Social Media, Social Media Marketing, PowerPoint, Facebook, Social Networking, Student Affairs, Community Outreach, Recruiting, Morningstar, Microsoft Office, Research, Critical Thinking, Customer Service, Morningstar Direct, Microsoft Excel, Human Resources
Education
Loyola University of Chicago 2011 — 2015
Bachelor of Arts (B.A.), Sociology and Anthropology, Cum Laude
EY September 2015 - Present
Morningstar August 2014 - May 2015
Alpha Delta Pi Sorority January 2014 - January 2015
EY June 2014 - August 2014
Morningstar May 2013 - May 2014
Alpha Delta Pi Sorority January 2013 - January 2014
Loyola Limited March 2013 - July 2013
Skills
Event Planning, Leadership, Public Speaking, Microsoft Word, Time Management, Social Media, Social Media Marketing, PowerPoint, Facebook, Social Networking, Student Affairs, Community Outreach, Recruiting, Morningstar, Microsoft Office, Research, Critical Thinking, Customer Service, Morningstar Direct, Microsoft Excel, Human Resources
Education
Loyola University of Chicago 2011 — 2015
Bachelor of Arts (B.A.), Sociology and Anthropology, Cum Laude
Brad Boven Brad Boven's Morningstar Experience February 2010 - May 2011
Job CTO at XSELL Technologies
Industry Information Technology and Services
Experience
XSELL Technologies April 2014 - Present
Productive Edge November 2013 - April 2014
Productive Edge December 2012 - November 2013
Credit Suisse May 2011 - December 2012
Morningstar February 2010 - May 2011
Morningstar April 2007 - February 2010
University of Chicago September 2004 - June 2007
Argonne National Laboratory June 2006 - September 2006
MIT Lincoln Laboratory June 2005 - September 2005
Skills
Spring, SQL, HTML, Enterprise Architecture, C++, SDLC, Web Services, Microsoft SQL Server, Unix, SOA, Java, Requirements Gathering, Distributed Systems, Ruby on Rails, CRM, C, Data Analysis, C#, Team Leadership, Software Development, JavaScript, Computer Science, Python, Mobile Applications
Education
University of Chicago 2004 — 2007
M.S., Computer Science
Kalamazoo College 2000 — 2004
B.A., Computer Science, Mathematics
XSELL Technologies April 2014 - Present
Productive Edge November 2013 - April 2014
Productive Edge December 2012 - November 2013
Credit Suisse May 2011 - December 2012
Morningstar February 2010 - May 2011
Morningstar April 2007 - February 2010
University of Chicago September 2004 - June 2007
Argonne National Laboratory June 2006 - September 2006
MIT Lincoln Laboratory June 2005 - September 2005
Skills
Spring, SQL, HTML, Enterprise Architecture, C++, SDLC, Web Services, Microsoft SQL Server, Unix, SOA, Java, Requirements Gathering, Distributed Systems, Ruby on Rails, CRM, C, Data Analysis, C#, Team Leadership, Software Development, JavaScript, Computer Science, Python, Mobile Applications
Education
University of Chicago 2004 — 2007
M.S., Computer Science
Kalamazoo College 2000 — 2004
B.A., Computer Science, Mathematics
Jacob Guise Jacob Guise's Morningstar Experience June 2015 - Present
Job Accounting/Finance Intern at Morningstar
Industry Financial Services
Experience
Morningstar June 2015 - Present
Quinlan School of Business, Loyola University Chicago April 2014 - Present
Accelerated Growth Advisors January 2015 - May 2015
Robert W. Baird & Co. May 2014 - January 2015
Interviewing Consultants, Inc. January 2014 - May 2014
Interviewing Consultants, Inc. September 2013 - December 2013
Professional Edge Staffing December 2011 - August 2013
Relay Staffing Solutions November 2008 - January 2012
Skills
Microsoft Office, Payroll, Data Entry, Recruiting, Microsoft Excel, Microsoft Word, PowerPoint, Accounts Payable, Public Speaking, Time Management, Administrative..., Filing, Leadership, Accounts Receivable, Database Administration, Data Analysis, Access, Social Media, Management, Research, Wealth Management, Equity Research, Private Equity, Variable Annuities, Closed-end Funds, Data Mining, Staffing, Microsoft Access
Education
Loyola University Chicago 2012 — 2016
Bachelors of Business Administration, Finance/Accounting Information Systems
Loyola University Chicago John Felice Rome Center
Finance
Davenport Assumption High School 2008 — 2012
High School Diploma, 3.98 GPA
Morningstar June 2015 - Present
Quinlan School of Business, Loyola University Chicago April 2014 - Present
Accelerated Growth Advisors January 2015 - May 2015
Robert W. Baird & Co. May 2014 - January 2015
Interviewing Consultants, Inc. January 2014 - May 2014
Interviewing Consultants, Inc. September 2013 - December 2013
Professional Edge Staffing December 2011 - August 2013
Relay Staffing Solutions November 2008 - January 2012
Skills
Microsoft Office, Payroll, Data Entry, Recruiting, Microsoft Excel, Microsoft Word, PowerPoint, Accounts Payable, Public Speaking, Time Management, Administrative..., Filing, Leadership, Accounts Receivable, Database Administration, Data Analysis, Access, Social Media, Management, Research, Wealth Management, Equity Research, Private Equity, Variable Annuities, Closed-end Funds, Data Mining, Staffing, Microsoft Access
Education
Loyola University Chicago 2012 — 2016
Bachelors of Business Administration, Finance/Accounting Information Systems
Loyola University Chicago John Felice Rome Center
Finance
Davenport Assumption High School 2008 — 2012
High School Diploma, 3.98 GPA
Kristi Rice Kristi Rice's Morningstar Experience July 2015 - Present
Job Product Consultant at Morningstar
Industry Financial Services
Experience
Morningstar July 2015 - Present
UBS Financial Services May 2014 - August 2014
Northern Suburban Special Recreation Association May 2011 - August 2013
Education
University of Notre Dame 2011 — 2015
Bachelor's Degree, Economics & Gender Studies
John Cabot University
Deerfield High School 2007 — 2011
Morningstar July 2015 - Present
UBS Financial Services May 2014 - August 2014
Northern Suburban Special Recreation Association May 2011 - August 2013
Education
University of Notre Dame 2011 — 2015
Bachelor's Degree, Economics & Gender Studies
John Cabot University
Deerfield High School 2007 — 2011
Rajneesh Motay, CFA Rajneesh Motay, CFA's Morningstar Experience June 2013 - Present
Job Senior Research Consultant at Morningstar
Industry Financial Services
Experience
Morningstar June 2013 - Present
Morningstar Investment Management February 2012 - June 2013
Morningstar May 2009 - February 2012
Morningstar May 2005 - May 2009
Skills
Asset Allocation, Portfolio Management, Fund Of Funds, Asset allocation with..., Retirement Planning, Portfolio Analytics, Investment/ trading..., Morningstar, Investment Strategies, Alternative Investments, Investment Management, Equities, Asset Management, Mutual Funds, Investments
Education
University of Alabama 2003 — 2005
MBA, Finance
Jawaharlal Nehru Technological University 1997 — 2001
Bachelor of Technology, Computer Science and Engineering
Morningstar June 2013 - Present
Morningstar Investment Management February 2012 - June 2013
Morningstar May 2009 - February 2012
Morningstar May 2005 - May 2009
Skills
Asset Allocation, Portfolio Management, Fund Of Funds, Asset allocation with..., Retirement Planning, Portfolio Analytics, Investment/ trading..., Morningstar, Investment Strategies, Alternative Investments, Investment Management, Equities, Asset Management, Mutual Funds, Investments
Education
University of Alabama 2003 — 2005
MBA, Finance
Jawaharlal Nehru Technological University 1997 — 2001
Bachelor of Technology, Computer Science and Engineering
Beth Winchell Beth Winchell's Morningstar Experience March 2011 - August 2013
Job Senior Associate, PwC Advisory
Industry Management Consulting
Experience
PwC September 2015 - Present
PwC June 2014 - September 2014
Morningstar March 2011 - August 2013
Morningstar, Inc September 2009 - June 2011
Morningstar, Inc July 2008 - August 2009
Kenyon College Writing Center September 2007 - May 2008
National Eating Disorders Association June 2007 - August 2007
Skills
Data Analysis, Investments, Editing, Microsoft Excel, Qualitative Research, Market Research, Process Improvement, Finance, Management
Education
University of Washington 2013 — 2015
Master of Business Administration (MBA)
Kenyon College 2004 — 2008
BA, English, Psychology
PwC September 2015 - Present
PwC June 2014 - September 2014
Morningstar March 2011 - August 2013
Morningstar, Inc September 2009 - June 2011
Morningstar, Inc July 2008 - August 2009
Kenyon College Writing Center September 2007 - May 2008
National Eating Disorders Association June 2007 - August 2007
Skills
Data Analysis, Investments, Editing, Microsoft Excel, Qualitative Research, Market Research, Process Improvement, Finance, Management
Education
University of Washington 2013 — 2015
Master of Business Administration (MBA)
Kenyon College 2004 — 2008
BA, English, Psychology
Ellen Weiss, SPHR Ellen Weiss, SPHR's Morningstar Experience April 2015 - Present
Job HR Business Partner at Morningstar
Industry Financial Services
Experience
Morningstar April 2015 - Present
Morningstar January 2014 - Present
Morningstar April 2013 - December 2013
Morningstar January 2008 - March 2013
Morningstar November 2006 - December 2007
Envestnet Asset Management April 2005 - October 2006
Deutsche Asset Management 1999 - 2004
Education
Loyola University Chicago 2005 — 2007
MSHR, Masters in Human Resources
Missouri State University 1995 — 1999
BS, Marketing Management
Morningstar April 2015 - Present
Morningstar January 2014 - Present
Morningstar April 2013 - December 2013
Morningstar January 2008 - March 2013
Morningstar November 2006 - December 2007
Envestnet Asset Management April 2005 - October 2006
Deutsche Asset Management 1999 - 2004
Education
Loyola University Chicago 2005 — 2007
MSHR, Masters in Human Resources
Missouri State University 1995 — 1999
BS, Marketing Management
Lixin Cheng Lixin Cheng's Morningstar Experience July 2009 - July 2014
Job Principal Full Stack Developer at Hyatt Hotels Corporation
Industry Financial Services
Experience
Hyatt Hotels Corporation July 2014 - Present
Morningstar July 2009 - July 2014
Morningstar August 2005 - June 2009
Morningstar November 2003 - August 2005
Walgreens August 1998 - October 2003
Skills
Agile Methodologies, Software Development, Java, Enterprise Architecture, Adobe AEM/CQ5, Project Management, JIRA, Git, Maven, Jenkins, SQL, XML, Scrum, SDLC, C#, Continuous Integration, Microsoft SQL Server, JBoss Application Server, Architecture, SOAP, REST, Subversion, Team Management, Team Building, MySQL, Ruby, Crucible, .NET, Web Services, Agile Project Management, Linux, Databases, Unix, Web Applications, Spring, Distributed Systems, Database Design, Architectures, C, JavaScript, Design Patterns, Software Design, Puppet, SOA
Education
Loyola University Chicago 1997 — 1998
M.S., Computer Science
Tsinghua University 1989 — 1994
B.S., Computer Science and Technology
Hyatt Hotels Corporation July 2014 - Present
Morningstar July 2009 - July 2014
Morningstar August 2005 - June 2009
Morningstar November 2003 - August 2005
Walgreens August 1998 - October 2003
Skills
Agile Methodologies, Software Development, Java, Enterprise Architecture, Adobe AEM/CQ5, Project Management, JIRA, Git, Maven, Jenkins, SQL, XML, Scrum, SDLC, C#, Continuous Integration, Microsoft SQL Server, JBoss Application Server, Architecture, SOAP, REST, Subversion, Team Management, Team Building, MySQL, Ruby, Crucible, .NET, Web Services, Agile Project Management, Linux, Databases, Unix, Web Applications, Spring, Distributed Systems, Database Design, Architectures, C, JavaScript, Design Patterns, Software Design, Puppet, SOA
Education
Loyola University Chicago 1997 — 1998
M.S., Computer Science
Tsinghua University 1989 — 1994
B.S., Computer Science and Technology
Rajendra Vijay Appalla Rajendra Vijay Appalla's Morningstar Experience April 2014 - Present
Job Sr. QA Engineer at Morningstar
Industry Information Technology and Services
Experience
Morningstar April 2014 - Present
Cognizant Technology Solutions June 2010 - April 2014
Arrowpoint Technologies November 2008 - April 2010
Mahathi Software Pvt Ltd. February 2008 - November 2008
Acredix Infotech May 2006 - February 2008
Skills
SoapUI, XML, ESB, SQL, SDLC, QAComplete, Quality Center, WSDL, SOA, Web Services, SAP GUI, Selenium Testing, JMS, Testing, Oracle, Sonic ESB, IBM ODM, XML Spy, Unix, SOA Testing, QA Complete, Mobile Testing, Jenkins, Requirements Analysis, Ads Testing, Agile Methodologies, Integration Testing, Functional Testing, Integration, Actional Intermediary, Software Development, iWay Software, HP UFT, ESB-SOA testing., QC 9.2, Putty, Tortoise SVN, Xming, Agile & Waterfall..., Stylus Studio, Filezilla, Windows, XPath, Atlassian JIRA, IBM Tivoli, SAP R/3, Oracle SQL Developer, Mind Mapping, MindMaps, Adobe Experience Manager
Education
Jawaharlal Nehru Technological University 2002 — 2006
Bachelor of Engineering (BEng), Electrical and Electronics Engineering
Pavani Jr College 2000 — 2002
MPC, Mathematics, A+
Morningstar April 2014 - Present
Cognizant Technology Solutions June 2010 - April 2014
Arrowpoint Technologies November 2008 - April 2010
Mahathi Software Pvt Ltd. February 2008 - November 2008
Acredix Infotech May 2006 - February 2008
Skills
SoapUI, XML, ESB, SQL, SDLC, QAComplete, Quality Center, WSDL, SOA, Web Services, SAP GUI, Selenium Testing, JMS, Testing, Oracle, Sonic ESB, IBM ODM, XML Spy, Unix, SOA Testing, QA Complete, Mobile Testing, Jenkins, Requirements Analysis, Ads Testing, Agile Methodologies, Integration Testing, Functional Testing, Integration, Actional Intermediary, Software Development, iWay Software, HP UFT, ESB-SOA testing., QC 9.2, Putty, Tortoise SVN, Xming, Agile & Waterfall..., Stylus Studio, Filezilla, Windows, XPath, Atlassian JIRA, IBM Tivoli, SAP R/3, Oracle SQL Developer, Mind Mapping, MindMaps, Adobe Experience Manager
Education
Jawaharlal Nehru Technological University 2002 — 2006
Bachelor of Engineering (BEng), Electrical and Electronics Engineering
Pavani Jr College 2000 — 2002
MPC, Mathematics, A+
Kimberly Dazey's Morningstar Experience January 2014 - Present
Job Marketing Automation | Demand Generation | Content Development | Design
Industry Marketing and Advertising
Experience
Morningstar January 2014 - Present
AGCO Corporation September 2010 - December 2013
AGCO Corporation September 2010 - March 2012
DeVry Inc. March 2009 - September 2010
DeVry University September 2008 - March 2009
Kohl's Department Stores May 2008 - August 2008
Kent State University January 2008 - May 2008
Educational Student Housing (E.H.S) May 2007 - August 2007
Paul Carroll, NY January 2007 - May 2007
Swedish Covenant Hospital June 2002 - August 2006
Skills
Marketing Automation, Eloqua, Email Marketing, Marketing Communications, Integrated Marketing, Social Media Marketing, Copywriting, Strategic Program..., Brand Development, Marketing Strategy, Adobe Creative Suite, Salesforce.com, B2B Marketing, Graphic Design, InDesign, Illustrator, B2B2C, PowerPoint, Marketing, Social Media, CRM, Microsoft Office, Press Releases, Writing, Program Development, Advertising, Event Planning, Trade Shows, Creative Marketing..., Executive..., HTML, basic CSS, Creative Problem Solving, Web Planning, Digital Design, Media Planning, Project Coordination, Retail Sales, Retail Marketing, Public Relations, Presentation Development, Business Writing, Web Design, Blogging, Creative Writing, Organization &...
Education
Kent State University 2004 — 2008
B.A., Fashion Design, Marketing
DeVry University 2009 — 2010
Continuing Eduction Coursework, Web Graphic Design
Morningstar January 2014 - Present
AGCO Corporation September 2010 - December 2013
AGCO Corporation September 2010 - March 2012
DeVry Inc. March 2009 - September 2010
DeVry University September 2008 - March 2009
Kohl's Department Stores May 2008 - August 2008
Kent State University January 2008 - May 2008
Educational Student Housing (E.H.S) May 2007 - August 2007
Paul Carroll, NY January 2007 - May 2007
Swedish Covenant Hospital June 2002 - August 2006
Skills
Marketing Automation, Eloqua, Email Marketing, Marketing Communications, Integrated Marketing, Social Media Marketing, Copywriting, Strategic Program..., Brand Development, Marketing Strategy, Adobe Creative Suite, Salesforce.com, B2B Marketing, Graphic Design, InDesign, Illustrator, B2B2C, PowerPoint, Marketing, Social Media, CRM, Microsoft Office, Press Releases, Writing, Program Development, Advertising, Event Planning, Trade Shows, Creative Marketing..., Executive..., HTML, basic CSS, Creative Problem Solving, Web Planning, Digital Design, Media Planning, Project Coordination, Retail Sales, Retail Marketing, Public Relations, Presentation Development, Business Writing, Web Design, Blogging, Creative Writing, Organization &...
Education
Kent State University 2004 — 2008
B.A., Fashion Design, Marketing
DeVry University 2009 — 2010
Continuing Eduction Coursework, Web Graphic Design
Jeff Manczko's Morningstar Experience September 1998 - Present
Job Data Operations Leader at Morningstar
Industry Financial Services
Experience
Morningstar September 1998 - Present
Zacks Investment Research August 1990 - September 1998
Skills
Valuation, Morningstar Direct, Financial Analysis, Financial Modeling, Mutual Funds, Portfolio Management, Finance, Equities, Business Analysis, Financial Markets, Fixed Income, Financial Services, Risk Management, Equity Research, Investments, Asset Management
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA), Finance and Financial Management Services
University of Illinois at Chicago
Bachelor of Science (BS), Finance and Financial Management Services
Morningstar September 1998 - Present
Zacks Investment Research August 1990 - September 1998
Skills
Valuation, Morningstar Direct, Financial Analysis, Financial Modeling, Mutual Funds, Portfolio Management, Finance, Equities, Business Analysis, Financial Markets, Fixed Income, Financial Services, Risk Management, Equity Research, Investments, Asset Management
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA), Finance and Financial Management Services
University of Illinois at Chicago
Bachelor of Science (BS), Finance and Financial Management Services
Erick Taft Erick Taft's Morningstar Experience June 2015 - Present
Job Product Support Manager at Morningstar
Industry Financial Services
Experience
Morningstar June 2015 - Present
Morningstar August 2014 - Present
Chicago Public Schools 2011 - July 2014
Morningstar 2006 - 2010
Skills
Communication, Education, Relationship Management, Team Leadership, Public Speaking, Customer Service, Interpersonal Skill, Skilled Relationship..., Curriculum Design, Classroom, Teacher Training, Training, Staff Development, Curriculum Development, Building Relationships
Education
Northwestern University 2010 — 2011
Master of Science (M.S.), Education
Kenyon College 2002 — 2006
Bachelor of Science (BS), History
Morningstar June 2015 - Present
Morningstar August 2014 - Present
Chicago Public Schools 2011 - July 2014
Morningstar 2006 - 2010
Skills
Communication, Education, Relationship Management, Team Leadership, Public Speaking, Customer Service, Interpersonal Skill, Skilled Relationship..., Curriculum Design, Classroom, Teacher Training, Training, Staff Development, Curriculum Development, Building Relationships
Education
Northwestern University 2010 — 2011
Master of Science (M.S.), Education
Kenyon College 2002 — 2006
Bachelor of Science (BS), History
Tony Hu Tony Hu's Morningstar Experience 2004 - 2004
Job Senior Research Analyst at City National Rochdale
Industry Investment Management
Experience
City National Rochdale (a subsidiary of City National Bank) 2007 - Present
Bear Stearns 2005 - 2007
ThinkEquity LLC 2005 - 2005
Morningstar 2004 - 2004
Skills
Equity Research, Hedge Funds, Equities, Fixed Income, Alternative Investments, Valuation, Investment Management, Capital Markets, Financial Modeling, Derivatives, Portfolio Management, Asset Managment, Investments, Venture Capital, Economics, Analysis, Quantitative Analytics, Mutual Funds, Bloomberg, Bonds
Education
London Business School 2001 — 2003
Master of Business Administration (MBA), Finance, General
University of Michigan 1992 — 1993
Master of Science in Engineering, Computer Science and Engineering
City National Rochdale (a subsidiary of City National Bank) 2007 - Present
Bear Stearns 2005 - 2007
ThinkEquity LLC 2005 - 2005
Morningstar 2004 - 2004
Skills
Equity Research, Hedge Funds, Equities, Fixed Income, Alternative Investments, Valuation, Investment Management, Capital Markets, Financial Modeling, Derivatives, Portfolio Management, Asset Managment, Investments, Venture Capital, Economics, Analysis, Quantitative Analytics, Mutual Funds, Bloomberg, Bonds
Education
London Business School 2001 — 2003
Master of Business Administration (MBA), Finance, General
University of Michigan 1992 — 1993
Master of Science in Engineering, Computer Science and Engineering
Michael Ciagala Michael Ciagala's Morningstar Experience March 1999 - November 2000
Job Manager of Software Engineering at Goldstar Learning, Inc
Industry Computer Software
Experience
BMO Harris Bank November 2012 - September 2014
Cision January 2007 - July 2012
FIS - Fidelity Information Services January 2001 - December 2006
Morningstar March 1999 - November 2000
Advanced Health May 1997 - September 1998
Systems Development Corporation November 1995 - May 1997
Analysts International Corporation July 1982 - November 1995
Skills
Project Management, Software Project..., Leadership, Software Development, Management, Scrum, Agile Methodologies, SDLC, Microsoft SQL Server, Integration, Business Analysis, T-SQL, Disaster Recovery, .NET, SQL, SOA, Enterprise Architecture, Vendor Management, IT Strategy, Database Design, Unix, Change Management, Business Intelligence, SSRS, Program Management, Requirements Analysis, Requirements Gathering, Analysis, Visio, Solution Architecture, Cloud Computing, Visual Studio, SaaS
Education
Keller Graduate School of Management of DeVry University 1992 — 1995
Masters, Project Management
Northwestern University 1976 — 1980
B.S., Computer Science
BMO Harris Bank November 2012 - September 2014
Cision January 2007 - July 2012
FIS - Fidelity Information Services January 2001 - December 2006
Morningstar March 1999 - November 2000
Advanced Health May 1997 - September 1998
Systems Development Corporation November 1995 - May 1997
Analysts International Corporation July 1982 - November 1995
Skills
Project Management, Software Project..., Leadership, Software Development, Management, Scrum, Agile Methodologies, SDLC, Microsoft SQL Server, Integration, Business Analysis, T-SQL, Disaster Recovery, .NET, SQL, SOA, Enterprise Architecture, Vendor Management, IT Strategy, Database Design, Unix, Change Management, Business Intelligence, SSRS, Program Management, Requirements Analysis, Requirements Gathering, Analysis, Visio, Solution Architecture, Cloud Computing, Visual Studio, SaaS
Education
Keller Graduate School of Management of DeVry University 1992 — 1995
Masters, Project Management
Northwestern University 1976 — 1980
B.S., Computer Science
Daniel Scharff's Morningstar Experience April 2006 - April 2007
Job Senior Manager, Pricing and Trade Promotions at Mars Chocolate
Industry Consumer Goods
Experience
Mars Chocolate April 2013 - Present
Deloitte Consulting January 2012 - April 2013
Deloitte Consulting 2010 - January 2012
Archstone Consulting June 2008 - August 2008
Morningstar April 2006 - April 2007
Morningstar, Inc. August 2004 - April 2006
Sunsol 2002 - 2002
Skills
Brazilian Portuguese, Spanish, Management Consulting, Mergers, Strategy, Business Strategy, Entrepreneurship, Emerging Markets, Competitive Analysis, Business Planning, Market Research, Restructuring, Market Analysis, Consulting, Cross-functional Team..., Mergers & Acquisitions, Financial Modeling, Financial Analysis, Analytics, Strategic Consulting, Management
Education
University of Pennsylvania - The Lauder Institute 2007 — 2009
MA, International Studies - Latin America Focus
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Strategic Management
Kenyon College 2000 — 2004
B.A., Psychology
St. Albans High School 1997 — 2000
HS
Mars Chocolate April 2013 - Present
Deloitte Consulting January 2012 - April 2013
Deloitte Consulting 2010 - January 2012
Archstone Consulting June 2008 - August 2008
Morningstar April 2006 - April 2007
Morningstar, Inc. August 2004 - April 2006
Sunsol 2002 - 2002
Skills
Brazilian Portuguese, Spanish, Management Consulting, Mergers, Strategy, Business Strategy, Entrepreneurship, Emerging Markets, Competitive Analysis, Business Planning, Market Research, Restructuring, Market Analysis, Consulting, Cross-functional Team..., Mergers & Acquisitions, Financial Modeling, Financial Analysis, Analytics, Strategic Consulting, Management
Education
University of Pennsylvania - The Lauder Institute 2007 — 2009
MA, International Studies - Latin America Focus
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Strategic Management
Kenyon College 2000 — 2004
B.A., Psychology
St. Albans High School 1997 — 2000
HS
Orin Wojciechowski Orin Wojciechowski's Morningstar Experience December 2011 - Present
Job Marketing Director at Morningstar
Industry Marketing and Advertising
Experience
Morningstar December 2011 - Present
Vi (formerly Classic Residence by Hyatt) January 2008 - December 2011
Whittmanhart 2007 - 2007
Draft/FCB November 2004 - July 2006
Washington Mutual July 2003 - November 2004
Bally Total Fitness June 2001 - July 2003
Skills
Direct Marketing, Email Marketing, Integrated Marketing, Strategy, Interactive Marketing, Marketing, Marketing Strategy, Project Management, Creative Direction, Market Planning, Advertising, Cross-functional Team..., Product Management, Digital Marketing, CRM, Leadership, Direct Mail, Digital Strategy, User Experience, Marketing Communications, Event Management, Management, Morningstar Direct, Program Management, Online Advertising, Online Marketing, Analytics, Competitive Analysis, B2B Marketing, Marketing Management
Education
Lake Forest Graduate School of Management 2010 — 2012
MBA, Business, 3.9
University of Illinois at Chicago 1995 — 2000
B.S. Marketing
Shaw Acadademy
Digital Marketing, Diploma
Morningstar December 2011 - Present
Vi (formerly Classic Residence by Hyatt) January 2008 - December 2011
Whittmanhart 2007 - 2007
Draft/FCB November 2004 - July 2006
Washington Mutual July 2003 - November 2004
Bally Total Fitness June 2001 - July 2003
Skills
Direct Marketing, Email Marketing, Integrated Marketing, Strategy, Interactive Marketing, Marketing, Marketing Strategy, Project Management, Creative Direction, Market Planning, Advertising, Cross-functional Team..., Product Management, Digital Marketing, CRM, Leadership, Direct Mail, Digital Strategy, User Experience, Marketing Communications, Event Management, Management, Morningstar Direct, Program Management, Online Advertising, Online Marketing, Analytics, Competitive Analysis, B2B Marketing, Marketing Management
Education
Lake Forest Graduate School of Management 2010 — 2012
MBA, Business, 3.9
University of Illinois at Chicago 1995 — 2000
B.S. Marketing
Shaw Acadademy
Digital Marketing, Diploma
Kris Ratwani Kris Ratwani's Morningstar Experience May 2011 - April 2012
Job Wealth Management Associate at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management May 2013 - Present
Morningstar May 2011 - April 2012
Ronin Capital June 2011 - August 2011
Skills
Portfolio Management, Marketing, Mutual Funds, Wealth Management, Product Management, Investment Strategies, Fixed Income, Equities
Education
Loyola University of Chicago 2008 — 2012
B.B.A, Finance
Zacks Investment Management May 2013 - Present
Morningstar May 2011 - April 2012
Ronin Capital June 2011 - August 2011
Skills
Portfolio Management, Marketing, Mutual Funds, Wealth Management, Product Management, Investment Strategies, Fixed Income, Equities
Education
Loyola University of Chicago 2008 — 2012
B.B.A, Finance
Debjit Saha Debjit Saha's Morningstar Experience July 2010 - August 2012
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte September 2012 - Present
Morningstar July 2010 - August 2012
Morningstar January 2009 - June 2010
ESRI January 2007 - March 2008
Infosys 2004 - 2005
Skills
Strategy, Management Consulting, Analytics, Product Development, Project Management, IT Strategy, Business Intelligence, Cross-functional Team..., Healthcare Information..., Financial Analysis, Financial Modeling, Strategic Planning
Education
The University of Chicago - Booth School of Business
MBA, Strategy and Finance
Loyola University of Chicago
Masters of science, Software Technology
University of Kalyani
Bachelor's degree, Computer Science
Deloitte September 2012 - Present
Morningstar July 2010 - August 2012
Morningstar January 2009 - June 2010
ESRI January 2007 - March 2008
Infosys 2004 - 2005
Skills
Strategy, Management Consulting, Analytics, Product Development, Project Management, IT Strategy, Business Intelligence, Cross-functional Team..., Healthcare Information..., Financial Analysis, Financial Modeling, Strategic Planning
Education
The University of Chicago - Booth School of Business
MBA, Strategy and Finance
Loyola University of Chicago
Masters of science, Software Technology
University of Kalyani
Bachelor's degree, Computer Science
Avery Holaday Avery Holaday's Morningstar Experience April 1998 - September 2001
Job Marketing Communications Professional
Industry Marketing and Advertising
Experience
Freelance Consultant April 2008 - Present
Merrill Lynch September 2006 - February 2007
Northern Trust Investments 2001 - 2003
Morningstar April 1998 - September 2001
Education
Loyola University Chicago 1997 — 1999
Master of Science
Portland State University 1992 — 1997
.
Freelance Consultant April 2008 - Present
Merrill Lynch September 2006 - February 2007
Northern Trust Investments 2001 - 2003
Morningstar April 1998 - September 2001
Education
Loyola University Chicago 1997 — 1999
Master of Science
Portland State University 1992 — 1997
.
Mohammed Salam Mohammed Salam's Morningstar Experience September 2013 - Present
Job Data Architect at Morningstar
Industry Information Technology and Services
Experience
Morningstar September 2013 - Present
The Nielsen Company December 2010 - August 2013
Epsilon February 2002 - December 2010
DoubleClick July 2003 - January 2007
Skills
ETL, Data Warehousing, Netezza, Unix, SQL, Datastage 8.1, Ab Initio, SAP Business Software, FirstLogic, Oracle SQL, Oracle
Education
Keller Graduate School of Management of DeVry University 2005 — 2009
Masters, Information Management
Devry University 1998 — 2001
Bachelors, Computer Science
Azra
Morningstar September 2013 - Present
The Nielsen Company December 2010 - August 2013
Epsilon February 2002 - December 2010
DoubleClick July 2003 - January 2007
Skills
ETL, Data Warehousing, Netezza, Unix, SQL, Datastage 8.1, Ab Initio, SAP Business Software, FirstLogic, Oracle SQL, Oracle
Education
Keller Graduate School of Management of DeVry University 2005 — 2009
Masters, Information Management
Devry University 1998 — 2001
Bachelors, Computer Science
Azra
Lauren (Migliore) Adams, CFA Lauren (Migliore) Adams, CFA's Morningstar Experience May 2014 - April 2015
Job Co Founder at Brentwood Global Investment Partners
Industry Investment Management
Experience
Brentwood Global Investment Partners May 2015 - Present
Morningstar May 2014 - April 2015
Morningstar June 2013 - May 2014
Morningstar March 2013 - June 2013
Morningstar July 2008 - February 2013
WE Upjohn Institute for Employment Research August 2007 - May 2008
Congressman Fred Upton June 2007 - August 2007
Link Engineering Company June 2005 - March 2007
Kalamazoo College January 2006 - June 2006
Skills
Economics, Valuation, Investments, Bloomberg, Data Analysis, Quantitative Analytics, Financial Modeling, Stata, Financial Analysis, Research, Morningstar Direct, Equities, Corporate Finance, Portfolio Management, Equity Research, Equity Valuation
Education
The University of Chicago - Booth School of Business 2009 — 2012
Master of Business Administration (MBA), Economics, Finance, Management, and Entrepreneurship, Graduated with High Honors
Kalamazoo College 2004 — 2008
BA, Economics, Political Science
Tel Aviv University
Brentwood Global Investment Partners May 2015 - Present
Morningstar May 2014 - April 2015
Morningstar June 2013 - May 2014
Morningstar March 2013 - June 2013
Morningstar July 2008 - February 2013
WE Upjohn Institute for Employment Research August 2007 - May 2008
Congressman Fred Upton June 2007 - August 2007
Link Engineering Company June 2005 - March 2007
Kalamazoo College January 2006 - June 2006
Skills
Economics, Valuation, Investments, Bloomberg, Data Analysis, Quantitative Analytics, Financial Modeling, Stata, Financial Analysis, Research, Morningstar Direct, Equities, Corporate Finance, Portfolio Management, Equity Research, Equity Valuation
Education
The University of Chicago - Booth School of Business 2009 — 2012
Master of Business Administration (MBA), Economics, Finance, Management, and Entrepreneurship, Graduated with High Honors
Kalamazoo College 2004 — 2008
BA, Economics, Political Science
Tel Aviv University
Gina Kacamburas Gina Kacamburas's Morningstar Experience January 2000 - May 2000
Job Director of Marketing, Technology at JLL
Industry Marketing and Advertising
Experience
JLL January 2015 - Present
Design By G 2000 - Present
JLL January 2012 - December 2014
JLL January 2010 - December 2011
JLL January 2009 - December 2010
JLL July 2008 - December 2009
The Staubach Company January 2004 - July 2008
Gray Rambusch Inc. Advertising 2000 - 2003
Morningstar January 2000 - May 2000
brandimage May 1999 - August 1999
Skills
Advertising, Marketing, Graphic Design, Corporate Branding, Branding & Identity, Email Marketing, Brochures, Copywriting, Marketing Strategy, Direct Mail, Newsletters, Adobe Creative Suite, Adobe Acrobat, Illustrator, Photoshop, Marketing Communications, Real Estate, Web Design, Art Direction, Brand Development, Creative Direction, QuarkXPress, New Business Development, Digital Media, Project Management, Corporate Identity, Public Relations, InDesign, SharePoint, Technology Marketing
Education
Loyola University Chicago 1996 — 2000
BA, Visual Communications
Newton North High School 1992 — 1996
JLL January 2015 - Present
Design By G 2000 - Present
JLL January 2012 - December 2014
JLL January 2010 - December 2011
JLL January 2009 - December 2010
JLL July 2008 - December 2009
The Staubach Company January 2004 - July 2008
Gray Rambusch Inc. Advertising 2000 - 2003
Morningstar January 2000 - May 2000
brandimage May 1999 - August 1999
Skills
Advertising, Marketing, Graphic Design, Corporate Branding, Branding & Identity, Email Marketing, Brochures, Copywriting, Marketing Strategy, Direct Mail, Newsletters, Adobe Creative Suite, Adobe Acrobat, Illustrator, Photoshop, Marketing Communications, Real Estate, Web Design, Art Direction, Brand Development, Creative Direction, QuarkXPress, New Business Development, Digital Media, Project Management, Corporate Identity, Public Relations, InDesign, SharePoint, Technology Marketing
Education
Loyola University Chicago 1996 — 2000
BA, Visual Communications
Newton North High School 1992 — 1996
Whitney Pates's Morningstar Experience February 2013 - Present
Job Project Manager at Morningstar
Industry Financial Services
Experience
Morningstar February 2013 - Present
Morningstar January 2010 - January 2013
Power Capital Ltd. 2009 - 2009
Skills
Mutual Funds, Asset Managment, Market Data, Financial Markets, Equities, Hedge Funds, Valuation, Business Analysis, Financial Analysis, Investment Management, Asset Management, Analysis, Bloomberg, Portfolio Management, Investments, Financial Modeling
Education
Lancaster University 2007 — 2008
MSc, International Business/Economics
University of Denver 2002 — 2008
B.S.B.A., International Business (Spanish)
University of Denver - Daniels College of Business 2003 — 2007
B.S.B.A., International Business, Spanish
Morningstar February 2013 - Present
Morningstar January 2010 - January 2013
Power Capital Ltd. 2009 - 2009
Skills
Mutual Funds, Asset Managment, Market Data, Financial Markets, Equities, Hedge Funds, Valuation, Business Analysis, Financial Analysis, Investment Management, Asset Management, Analysis, Bloomberg, Portfolio Management, Investments, Financial Modeling
Education
Lancaster University 2007 — 2008
MSc, International Business/Economics
University of Denver 2002 — 2008
B.S.B.A., International Business (Spanish)
University of Denver - Daniels College of Business 2003 — 2007
B.S.B.A., International Business, Spanish
Bryan Yelvington Bryan Yelvington's Morningstar Experience March 2012 - Present
Job Regional Sales Director at Morningstar
Industry Financial Services
Experience
Morningstar March 2012 - Present
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
Kenyon College
Undergraduate, Economics, Political Science
John Hersey High School
High School
Morningstar March 2012 - Present
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
Kenyon College
Undergraduate, Economics, Political Science
John Hersey High School
High School
Lynn Townley Lynn Townley's Morningstar Experience June 1993 - November 1996
Job Senior Director New Product Operations at Wilton Industries
Industry Consumer Goods
Experience
Wilton Brands April 2012 - Present
Wilton Industries June 2008 - April 2012
Wilton Industries 2002 - 2008
Wilton Industries 2000 - 2002
Wilton Industries 1996 - 2000
Morningstar June 1993 - November 1996
Skills
Team Building, Marketing, Management, Project Management, Concept Development, Design for Manufacturing, Procurement, Consumer Goods, Supply Chain Management, Pricing Strategy, Marketing Communications, Product Lifecycle..., Sourcing, Leadership, Vendor Management, Business Planning, Analytics, Segmentation, Process Improvement, Operations Management, Housewares, Product Management, Cross-functional Team..., Product Development, Consumer Products
Education
Kenyon College
B.A., Political Science & Asian Studies
Wilton Brands April 2012 - Present
Wilton Industries June 2008 - April 2012
Wilton Industries 2002 - 2008
Wilton Industries 2000 - 2002
Wilton Industries 1996 - 2000
Morningstar June 1993 - November 1996
Skills
Team Building, Marketing, Management, Project Management, Concept Development, Design for Manufacturing, Procurement, Consumer Goods, Supply Chain Management, Pricing Strategy, Marketing Communications, Product Lifecycle..., Sourcing, Leadership, Vendor Management, Business Planning, Analytics, Segmentation, Process Improvement, Operations Management, Housewares, Product Management, Cross-functional Team..., Product Development, Consumer Products
Education
Kenyon College
B.A., Political Science & Asian Studies
Bianca Rasho's Morningstar Experience June 2011 - July 2011
Job Internal Talent Acquisition at Wynden Stark
Industry Staffing and Recruiting
Experience
Wynden Stark June 2015 - Present
UBS November 2014 - June 2015
Allegis Global Solutions June 2013 - November 2014
Kalamazoo College June 2012 - June 2013
Kalamazoo College September 2010 - June 2013
Titan Advisory Firm, L.L.C. May 2012 - July 2012
Dezan Shira & Associates November 2011 - February 2012
Morningstar June 2011 - July 2011
Thomas A. Duke Commercial Investment Company June 2010 - August 2010
Skills
Intercultural..., Stata, SPSS, Microsoft Excel, Public Speaking, Economics, Data Analysis, Research, Qualitative Research, Teaching, Leadership, Mandarin, Fundraising, Social Networking, Community Outreach, Nonprofits, Critical Thinking, Higher Education, Volunteer Management, Management, Talent Acquisition, CRM, Marketing, Recruiting, Program Management
Education
CET
Foreign Exchange, Mandrin Chinese
Kalamazoo College
Bachelor of Arts, Economics
Notre Dame Prep
Wynden Stark June 2015 - Present
UBS November 2014 - June 2015
Allegis Global Solutions June 2013 - November 2014
Kalamazoo College June 2012 - June 2013
Kalamazoo College September 2010 - June 2013
Titan Advisory Firm, L.L.C. May 2012 - July 2012
Dezan Shira & Associates November 2011 - February 2012
Morningstar June 2011 - July 2011
Thomas A. Duke Commercial Investment Company June 2010 - August 2010
Skills
Intercultural..., Stata, SPSS, Microsoft Excel, Public Speaking, Economics, Data Analysis, Research, Qualitative Research, Teaching, Leadership, Mandarin, Fundraising, Social Networking, Community Outreach, Nonprofits, Critical Thinking, Higher Education, Volunteer Management, Management, Talent Acquisition, CRM, Marketing, Recruiting, Program Management
Education
CET
Foreign Exchange, Mandrin Chinese
Kalamazoo College
Bachelor of Arts, Economics
Notre Dame Prep
Jim Licato Jim Licato's Morningstar Experience March 2011 - January 2014
Job Senior Product Manager, Retirement Solutions at Morningstar Investment Management
Industry Financial Services
Experience
Morningstar Investment Management January 2014 - Present
Morningstar March 2011 - January 2014
Morningstar October 2007 - March 2011
Zacks Investment Research December 2005 - October 2007
Ibbotson Associates January 1999 - December 2005
Skills
Portfolio Management, Equities, Investments, Finance, Valuation, Integrated Marketing, Relationship Management, Trading, Project Management, Asset Allocation, Financial Services, Mutual Funds, Product Development, Strategy, Asset Management
Education
Loyola University of Chicago 2004 — 2006
Master of Business Administration (MBA), Finance
Loyola University of Chicago 1994 — 1998
Bachelor of Business Administration (BBA), Finance
Morningstar Investment Management January 2014 - Present
Morningstar March 2011 - January 2014
Morningstar October 2007 - March 2011
Zacks Investment Research December 2005 - October 2007
Ibbotson Associates January 1999 - December 2005
Skills
Portfolio Management, Equities, Investments, Finance, Valuation, Integrated Marketing, Relationship Management, Trading, Project Management, Asset Allocation, Financial Services, Mutual Funds, Product Development, Strategy, Asset Management
Education
Loyola University of Chicago 2004 — 2006
Master of Business Administration (MBA), Finance
Loyola University of Chicago 1994 — 1998
Bachelor of Business Administration (BBA), Finance
Javier Juan Candial Javier Juan Candial's Morningstar Experience June 2010 - October 2011
Job FP&A at Discover Financial Services
Industry Consumer Goods
Experience
Discover Financial Services January 2015 - Present
Kraft Foods Group June 2012 - January 2015
Morningstar June 2010 - October 2011
Morningstar March 2007 - May 2010
Morningstar UK LTD March 2005 - March 2007
International SOS (UK) February 2004 - October 2004
European Parliament September 2003 - December 2003
Transportes El Proprietario September 2001 - August 2003
Skills
International Business..., Operations Management, Business Strategy, Financial Modeling, International Management, Product Management
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance, Strategy, Entrepreneurship
Universidad San Pablo-CEU 1998 — 2003
Dual Degree Law and MBA, Business Law and Management
The London School of Economics and Political Science (LSE) 2002 — 2002
•Summer course, Business Analysis and Valuation
London Metropolitan University 2000 — 2000
•Summer course, Corporate Finance and Company Accounting
Discover Financial Services January 2015 - Present
Kraft Foods Group June 2012 - January 2015
Morningstar June 2010 - October 2011
Morningstar March 2007 - May 2010
Morningstar UK LTD March 2005 - March 2007
International SOS (UK) February 2004 - October 2004
European Parliament September 2003 - December 2003
Transportes El Proprietario September 2001 - August 2003
Skills
International Business..., Operations Management, Business Strategy, Financial Modeling, International Management, Product Management
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance, Strategy, Entrepreneurship
Universidad San Pablo-CEU 1998 — 2003
Dual Degree Law and MBA, Business Law and Management
The London School of Economics and Political Science (LSE) 2002 — 2002
•Summer course, Business Analysis and Valuation
London Metropolitan University 2000 — 2000
•Summer course, Corporate Finance and Company Accounting
Chris Douglas Chris Douglas's Morningstar Experience September 2014 - Present
Job Regional Data Leader – Americas at Morningstar
Industry Financial Services
Experience
Morningstar September 2014 - Present
Morningstar July 2009 - August 2014
Morningstar June 2006 - June 2009
Select Asset Management Australia May 2006 - June 2006
ASB Bank April 2005 - March 2006
AB April 2004 - February 2005
F&C Asset Management September 2003 - March 2004
Newton Investment Management November 2002 - April 2003
New Zealand Financial Planning Company Limited December 1999 - August 2002
Skills
Investments, Investment Strategies, Equities, Portfolio Management, Wealth Management, Asset Management, Equity Research, Investment Advisory, Investment Management, Financial Services, Asset Allocation, Risk Management, Financial Markets, Fixed Income, Hedge Funds, Alternative Investments, Financial Modeling, Asset Managment, Mutual Funds, Valuation, Strategic Financial..., Banking, Investment Research, Managed Funds, Insurance, Financial Planning
Education
Lincoln University (NZ) 1998 — 1999
Bachelor of Commerce (B.Com.)
Morningstar September 2014 - Present
Morningstar July 2009 - August 2014
Morningstar June 2006 - June 2009
Select Asset Management Australia May 2006 - June 2006
ASB Bank April 2005 - March 2006
AB April 2004 - February 2005
F&C Asset Management September 2003 - March 2004
Newton Investment Management November 2002 - April 2003
New Zealand Financial Planning Company Limited December 1999 - August 2002
Skills
Investments, Investment Strategies, Equities, Portfolio Management, Wealth Management, Asset Management, Equity Research, Investment Advisory, Investment Management, Financial Services, Asset Allocation, Risk Management, Financial Markets, Fixed Income, Hedge Funds, Alternative Investments, Financial Modeling, Asset Managment, Mutual Funds, Valuation, Strategic Financial..., Banking, Investment Research, Managed Funds, Insurance, Financial Planning
Education
Lincoln University (NZ) 1998 — 1999
Bachelor of Commerce (B.Com.)
Jeff Kelley Jeff Kelley's Morningstar Experience 1992 - 1996
Job Senior Vice President, Head of Marketing at Calamos Investments
Industry Financial Services
Experience
Calamos Investments April 2013 - Present
White, Weld & Co. March 2012 - December 2012
Guggenheim Partners August 2006 - March 2012
Calamos Investments 2002 - 2006
Nuveen Investments January 1997 - May 2002
Morningstar 1992 - 1996
Skills
Marketing Communications, Corporate Communications, Mutual Funds, Media Relations, Asset Management, Hedge Funds, Internal Communications, Executive Communications, Strategic Communications, Marketing Strategy, Marketing, Digital Marketing, Alternative Investments, Closed-end Funds, Private Placements, ETFs, Family Office, Wealth Management, Asset Managment, Communication Training
Education
Kenyon College
B.A., English Literature
University of Chicago
M.A., English Literature
Calamos Investments April 2013 - Present
White, Weld & Co. March 2012 - December 2012
Guggenheim Partners August 2006 - March 2012
Calamos Investments 2002 - 2006
Nuveen Investments January 1997 - May 2002
Morningstar 1992 - 1996
Skills
Marketing Communications, Corporate Communications, Mutual Funds, Media Relations, Asset Management, Hedge Funds, Internal Communications, Executive Communications, Strategic Communications, Marketing Strategy, Marketing, Digital Marketing, Alternative Investments, Closed-end Funds, Private Placements, ETFs, Family Office, Wealth Management, Asset Managment, Communication Training
Education
Kenyon College
B.A., English Literature
University of Chicago
M.A., English Literature
Terance Clark's Morningstar Experience June 2006 - May 2009
Job Onboarding Manager at Microsoft
Industry Computer Software
Experience
Microsoft (Blueprint Consulting Services) December 2014 - Present
Extended Stay Hotels September 2012 - November 2014
Apparo May 2011 - September 2012
US Census Bureau August 2009 - April 2011
MorningStar June 2006 - May 2009
Renewed Life December 1989 - December 2005
New Horizons October 2002 - June 2003
Community Hospital of San Bernardino September 1998 - January 2003
Skills
Windows Server, Troubleshooting, Technical Support, Servers, Microsoft Exchange, Active Directory, Microsoft SQL Server, Linux, Hardware, VMware, Microsoft Excel, Windows, Firewalls, Project Management, XP, Windows 7, SharePoint, Network Administration, Databases, HTML, Visio, SQL, Network Security, Security, Change Management, Oracle, CSS, Access, VPN, Scrum
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Master of Business Administration, Project Management
DeVry University 2010 — 2012
Bachelor of Science, Technical Management, Information Technology, 4.0
Orange Coast College 1987 — 1988
Business Administration
Microsoft (Blueprint Consulting Services) December 2014 - Present
Extended Stay Hotels September 2012 - November 2014
Apparo May 2011 - September 2012
US Census Bureau August 2009 - April 2011
MorningStar June 2006 - May 2009
Renewed Life December 1989 - December 2005
New Horizons October 2002 - June 2003
Community Hospital of San Bernardino September 1998 - January 2003
Skills
Windows Server, Troubleshooting, Technical Support, Servers, Microsoft Exchange, Active Directory, Microsoft SQL Server, Linux, Hardware, VMware, Microsoft Excel, Windows, Firewalls, Project Management, XP, Windows 7, SharePoint, Network Administration, Databases, HTML, Visio, SQL, Network Security, Security, Change Management, Oracle, CSS, Access, VPN, Scrum
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Master of Business Administration, Project Management
DeVry University 2010 — 2012
Bachelor of Science, Technical Management, Information Technology, 4.0
Orange Coast College 1987 — 1988
Business Administration
Zahraa Nasser's Morningstar Experience August 2014 - June 2015
Job Project Controller Intern, Deloitte Consulting LLP
Industry Financial Services
Experience
Banana Republic / Gap Inc. June 2014 - Present
Deloitte June 2015 - August 2015
Morningstar August 2014 - June 2015
The Blake Horwitz Law Firm August 2013 - May 2014
Skills
Arabic, Concur, Organizational..., Customer Service, Microsoft Office, OCR, Oracle, Website Development, Data Entry, Public Speaking, Leadership, Teamwork, Research, PowerPoint, Microsoft Word, Time Management, Nonprofits
Education
Loyola University Chicago 2012 — 2015
Bachelor of Business Administration (B.B.A.), Economics
Quinlan School of Business, Loyola University Chicago 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Penn High School 2008 — 2012
High Honors Diploma
Banana Republic / Gap Inc. June 2014 - Present
Deloitte June 2015 - August 2015
Morningstar August 2014 - June 2015
The Blake Horwitz Law Firm August 2013 - May 2014
Skills
Arabic, Concur, Organizational..., Customer Service, Microsoft Office, OCR, Oracle, Website Development, Data Entry, Public Speaking, Leadership, Teamwork, Research, PowerPoint, Microsoft Word, Time Management, Nonprofits
Education
Loyola University Chicago 2012 — 2015
Bachelor of Business Administration (B.B.A.), Economics
Quinlan School of Business, Loyola University Chicago 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Penn High School 2008 — 2012
High Honors Diploma
Kelly Holme Kelly Holme's Morningstar Experience May 2015 - Present
Job Client Solutions Consultant at Morningstar
Industry Marketing and Advertising
Experience
Morningstar May 2015 - Present
Spanish Ministery of Education October 2014 - March 2015
Morningstar April 2014 - September 2014
Morningstar July 2012 - March 2014
Morningstar April 2011 - July 2012
Aramark September 2008 - May 2012
TalentDrive January 2011 - March 2011
Cedar Fair Entertainment Company May 2004 - August 2010
Time Out North America January 2010 - May 2010
Skills
Marketing, Advertising, Morningstar Direct, Newsletters, Customer Service, Management, Social Media, Microsoft Office, SQL, Morningstar Advisor..., Morningstar Office, Morningstar Document...
Education
Global Leadership College 2012 — 2013
TESOL Online
Loyola University of Chicago 2008 — 2012
Bachelors, Marketing, International Business, Spanish
Morningstar May 2015 - Present
Spanish Ministery of Education October 2014 - March 2015
Morningstar April 2014 - September 2014
Morningstar July 2012 - March 2014
Morningstar April 2011 - July 2012
Aramark September 2008 - May 2012
TalentDrive January 2011 - March 2011
Cedar Fair Entertainment Company May 2004 - August 2010
Time Out North America January 2010 - May 2010
Skills
Marketing, Advertising, Morningstar Direct, Newsletters, Customer Service, Management, Social Media, Microsoft Office, SQL, Morningstar Advisor..., Morningstar Office, Morningstar Document...
Education
Global Leadership College 2012 — 2013
TESOL Online
Loyola University of Chicago 2008 — 2012
Bachelors, Marketing, International Business, Spanish
Erik Restificar Erik Restificar's Morningstar Experience May 2015 - Present
Job Senior Software Engineer at Morningstar
Industry Utilities
Experience
Morningstar May 2015 - Present
Isobar U.S. June 2014 - May 2015
Isobar U.S. January 2013 - June 2014
Abelson-Taylor January 2012 - December 2012
Exelon June 2008 - December 2011
CT TyMetrix July 2006 - March 2008
Loyola University Chicago February 2006 - July 2006
Skills
JavaScript, HTML 5, CSS, Backbone.js, AngularJS, jQuery, Node.js, Bootstrap, Underscore.js, MongoDB, D3.js, CSS3, MySQL, PHP, Laravel, Wordpress, Graphic Design, Google API, Facebook API, Adsense, Google Analytics, Photoshop, Logo Design, Illustrator, Subversion, LAMP, WAMP, Java, SEO, Linux, Apache, Google Webmaster Tools, Developer Tools, Web Development, HTML, Web Design, Front-end Development, XML, AJAX, SQL, Agile, OOP, HTML + CSS, JSON, Android SDK, Cocoa Touch, Objective-C, Git, SVG, IntelliJ IDEA
Education
Loyola University of Chicago 2004 — 2008
Bachelor of Science (BS), Computer Science
Morningstar May 2015 - Present
Isobar U.S. June 2014 - May 2015
Isobar U.S. January 2013 - June 2014
Abelson-Taylor January 2012 - December 2012
Exelon June 2008 - December 2011
CT TyMetrix July 2006 - March 2008
Loyola University Chicago February 2006 - July 2006
Skills
JavaScript, HTML 5, CSS, Backbone.js, AngularJS, jQuery, Node.js, Bootstrap, Underscore.js, MongoDB, D3.js, CSS3, MySQL, PHP, Laravel, Wordpress, Graphic Design, Google API, Facebook API, Adsense, Google Analytics, Photoshop, Logo Design, Illustrator, Subversion, LAMP, WAMP, Java, SEO, Linux, Apache, Google Webmaster Tools, Developer Tools, Web Development, HTML, Web Design, Front-end Development, XML, AJAX, SQL, Agile, OOP, HTML + CSS, JSON, Android SDK, Cocoa Touch, Objective-C, Git, SVG, IntelliJ IDEA
Education
Loyola University of Chicago 2004 — 2008
Bachelor of Science (BS), Computer Science
Jacob Munoz Jacob Munoz's Morningstar Experience May 2008 - April 2010
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs August 2014 - Present
Goldman Sachs August 2012 - August 2014
Houlihan Lokey February 2012 - August 2012
Keefe, Bruyette & Woods July 2010 - November 2011
Morningstar May 2008 - April 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Economics, Bloomberg, Business Valuation, Finance, Due Diligence, Financial Markets, IPO, Investment Banking, Investments, Mergers
Education
Loyola University Chicago 2006 — 2010
BBA, Finance & Economics
Goldman Sachs August 2014 - Present
Goldman Sachs August 2012 - August 2014
Houlihan Lokey February 2012 - August 2012
Keefe, Bruyette & Woods July 2010 - November 2011
Morningstar May 2008 - April 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Economics, Bloomberg, Business Valuation, Finance, Due Diligence, Financial Markets, IPO, Investment Banking, Investments, Mergers
Education
Loyola University Chicago 2006 — 2010
BBA, Finance & Economics
James Bentley, CFA James Bentley, CFA's Morningstar Experience May 2004 - April 2006
Job Vice President, National Retirement Sales Manager at PIMCO Investments LLC
Industry Investment Management
Experience
PIMCO Investments LLC 2011 - Present
DWS Investments/Deutsche Bank 2006 - April 2011
Morningstar May 2004 - April 2006
Mercer Human Resource Consulting January 2002 - May 2004
Towers Watson June 1996 - December 2001
Skills
Investments, 401k, Retirement Plans, Pensions, Retirement, Retirement Planning, Alternative Investments, Defined Contribution, Investment Advisory, Morningstar Direct, Mutual Funds, Relationship Management, Series 6, Series 63, Series 7, Asset Allocation, ETFs
Education
Loras College 1992 — 1996
PIMCO Investments LLC 2011 - Present
DWS Investments/Deutsche Bank 2006 - April 2011
Morningstar May 2004 - April 2006
Mercer Human Resource Consulting January 2002 - May 2004
Towers Watson June 1996 - December 2001
Skills
Investments, 401k, Retirement Plans, Pensions, Retirement, Retirement Planning, Alternative Investments, Defined Contribution, Investment Advisory, Morningstar Direct, Mutual Funds, Relationship Management, Series 6, Series 63, Series 7, Asset Allocation, ETFs
Education
Loras College 1992 — 1996
Cindy S. Akins's Morningstar Experience January 1996 - November 2000
Job Cindy Akins | Human Resources Leader | VP of HR | Talent Management | Strategy
Industry Human Resources
Experience
Conversant, LLC June 2011 - June 2015
Millward Brown July 2006 - August 2010
LaSalle Bank 2006 - 2006
Wolters Kluwer April 2002 - August 2005
Parson Consulting March 2001 - March 2002
Morningstar January 1996 - November 2000
Zurich Insurance Company Ltd. March 1990 - January 1996
US Tsubaki September 1989 - December 1989
Glencoe Park District August 1985 - August 1989
Skills
Executive Coaching, Career Development, Project Management, Talent Management, Succession Planning, Employee Relations, Performance Management, Employee Engagement, Organizational..., Organizational..., Leadership Development, Talent Acquisition, Organizational Design, Human Resources, Leadership, Executive Search, Recruiting, Management, Onboarding, Strategic Planning, Strategy, Mergers & Acquisitions, Program Management, Personnel Management, Workforce Planning, Employee Benefits, Consulting, Change Management, Process Improvement
Education
Loyola University Chicago 1991 — 1994
M.S., Labor and Industrial Relations
University of Illinois at Urbana-Champaign 1980 — 1985
B.S., Leisure Studies
Conversant, LLC June 2011 - June 2015
Millward Brown July 2006 - August 2010
LaSalle Bank 2006 - 2006
Wolters Kluwer April 2002 - August 2005
Parson Consulting March 2001 - March 2002
Morningstar January 1996 - November 2000
Zurich Insurance Company Ltd. March 1990 - January 1996
US Tsubaki September 1989 - December 1989
Glencoe Park District August 1985 - August 1989
Skills
Executive Coaching, Career Development, Project Management, Talent Management, Succession Planning, Employee Relations, Performance Management, Employee Engagement, Organizational..., Organizational..., Leadership Development, Talent Acquisition, Organizational Design, Human Resources, Leadership, Executive Search, Recruiting, Management, Onboarding, Strategic Planning, Strategy, Mergers & Acquisitions, Program Management, Personnel Management, Workforce Planning, Employee Benefits, Consulting, Change Management, Process Improvement
Education
Loyola University Chicago 1991 — 1994
M.S., Labor and Industrial Relations
University of Illinois at Urbana-Champaign 1980 — 1985
B.S., Leisure Studies
Jeff Hladun, AIF® Jeff Hladun, AIF®'s Morningstar Experience March 2013 - July 2014
Job National Account Director at fi360
Industry Financial Services
Experience
fi360 August 2014 - Present
Morningstar March 2013 - July 2014
Morningstar January 2009 - February 2013
Morningstar January 2008 - December 2008
Morningstar January 2007 - December 2007
Morningstar January 2006 - December 2006
UBS May 2005 - August 2005
Skills
Tactical Asset..., Asset Allocation, Investment Products, Contract Negotiation, Mutual Funds, Separately Managed..., ETFs, Investments, Consultative Selling, Client Engagement, Financial Analysis, Client Relationship..., Asset Management, 401k, Customer Engagement, Business Development, Alternative Investments, Financial Advisory, Finance, Due Diligence, Investment Strategies, Wealth Management, Equities, Selling, Investment Management, Financial Services, Investment Advisory, Hedge Funds, Securities, Series 7, Series 63, CRM
Education
University of Denver - Daniels College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Concentration in Finance
Loyola University Chicago 2003 — 2006
Finance, Finance, Marketing
fi360 August 2014 - Present
Morningstar March 2013 - July 2014
Morningstar January 2009 - February 2013
Morningstar January 2008 - December 2008
Morningstar January 2007 - December 2007
Morningstar January 2006 - December 2006
UBS May 2005 - August 2005
Skills
Tactical Asset..., Asset Allocation, Investment Products, Contract Negotiation, Mutual Funds, Separately Managed..., ETFs, Investments, Consultative Selling, Client Engagement, Financial Analysis, Client Relationship..., Asset Management, 401k, Customer Engagement, Business Development, Alternative Investments, Financial Advisory, Finance, Due Diligence, Investment Strategies, Wealth Management, Equities, Selling, Investment Management, Financial Services, Investment Advisory, Hedge Funds, Securities, Series 7, Series 63, CRM
Education
University of Denver - Daniels College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Concentration in Finance
Loyola University Chicago 2003 — 2006
Finance, Finance, Marketing
Chelsea Kratochvil Chelsea Kratochvil's Morningstar Experience May 2015 - Present
Job HR Generalist at Morningstar
Industry Human Resources
Experience
Morningstar May 2015 - Present
Morningstar September 2014 - May 2015
Morningstar October 2013 - September 2014
ComPsych March 2013 - September 2013
ComPsych May 2012 - March 2013
Executives Club of Chicago February 2012 - May 2012
Orbitz Worldwide September 2011 - May 2012
Law Offices of Moria Bernstein April 2011 - August 2011
Skills
Social Networking, Salesforce.com, Social Media Marketing, Facebook, Social Media, PowerPoint, Google Analytics, Marketing, Event Planning, Microsoft Office, Customer Service, Microsoft Word, Time Management, Event Management, Marketing Communications, Advertising, Market Research, Sales, Public Relations, Human Resources
Education
Loyola University of Chicago 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing Major, International Business Minor
Morningstar May 2015 - Present
Morningstar September 2014 - May 2015
Morningstar October 2013 - September 2014
ComPsych March 2013 - September 2013
ComPsych May 2012 - March 2013
Executives Club of Chicago February 2012 - May 2012
Orbitz Worldwide September 2011 - May 2012
Law Offices of Moria Bernstein April 2011 - August 2011
Skills
Social Networking, Salesforce.com, Social Media Marketing, Facebook, Social Media, PowerPoint, Google Analytics, Marketing, Event Planning, Microsoft Office, Customer Service, Microsoft Word, Time Management, Event Management, Marketing Communications, Advertising, Market Research, Sales, Public Relations, Human Resources
Education
Loyola University of Chicago 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing Major, International Business Minor
Nicole Becht-Patel Nicole Becht-Patel's Morningstar Experience August 2014 - Present
Job Client Manager at Morningstar
Industry Financial Services
Experience
Morningstar August 2014 - Present
Morningstar August 2011 - August 2014
Morningstar November 2006 - September 2011
Morningstar October 2005 - November 2006
Lakewood Community Schools August 2004 - June 2005
Kalamazoo Gazette February 2004 - July 2004
Western Herald January 2004 - April 2004
Home Builders Association of Greater Kalamazoo August 2003 - February 2004
Skills
Account Management, Salesforce.com, Marketing Communications, Marketing, Social Media Marketing, Email Marketing, Social Media, Marketing Strategy, Cold Calling, New Business Development, Online Advertising, Sales, Advertising, Lead Generation, Selling, Digital Marketing, Morningstar Direct, Sales Management
Education
Western Michigan University 2000 — 2004
Bachelor's Degree, Journalism, 3.5
Regent's University London 2003 — 2003
English, Communication, Journalism, and Related Programs, Study Abroad
Lake Michigan Catholic School 1996 — 2000
High School
Lake Michigan College
English Language and Literature, General, High School Co-op Program
Morningstar August 2014 - Present
Morningstar August 2011 - August 2014
Morningstar November 2006 - September 2011
Morningstar October 2005 - November 2006
Lakewood Community Schools August 2004 - June 2005
Kalamazoo Gazette February 2004 - July 2004
Western Herald January 2004 - April 2004
Home Builders Association of Greater Kalamazoo August 2003 - February 2004
Skills
Account Management, Salesforce.com, Marketing Communications, Marketing, Social Media Marketing, Email Marketing, Social Media, Marketing Strategy, Cold Calling, New Business Development, Online Advertising, Sales, Advertising, Lead Generation, Selling, Digital Marketing, Morningstar Direct, Sales Management
Education
Western Michigan University 2000 — 2004
Bachelor's Degree, Journalism, 3.5
Regent's University London 2003 — 2003
English, Communication, Journalism, and Related Programs, Study Abroad
Lake Michigan Catholic School 1996 — 2000
High School
Lake Michigan College
English Language and Literature, General, High School Co-op Program
Lisa Fitterer Lisa Fitterer's Morningstar Experience May 2014 - Present
Job Head of Talent Management at Morningstar
Industry Financial Services
Experience
Morningstar May 2014 - Present
Deloitte February 2013 - May 2014
Navistar September 2010 - February 2013
Navistar August 2008 - September 2010
Accenture September 1988 - July 2008
Skills
Change Management, Project Management, Strategy, Instructional Design, Supply Chain Management, Leadership, Talent Management, ERP, Training, Organizational..., Process Improvement, Performance Management, Management Consulting, Business Process..., Organizational Design, Leadership Development, Consulting, Organizational..., Vendor Management, Employee Engagement, Strategic Planning, Enterprise Software, Business Transformation, Cross-functional Team..., Workforce Planning, Succession Planning
Education
Kettering University 1988 — 1993
Bachelor of Science, Management Systems
Morningstar May 2014 - Present
Deloitte February 2013 - May 2014
Navistar September 2010 - February 2013
Navistar August 2008 - September 2010
Accenture September 1988 - July 2008
Skills
Change Management, Project Management, Strategy, Instructional Design, Supply Chain Management, Leadership, Talent Management, ERP, Training, Organizational..., Process Improvement, Performance Management, Management Consulting, Business Process..., Organizational Design, Leadership Development, Consulting, Organizational..., Vendor Management, Employee Engagement, Strategic Planning, Enterprise Software, Business Transformation, Cross-functional Team..., Workforce Planning, Succession Planning
Education
Kettering University 1988 — 1993
Bachelor of Science, Management Systems
Courtney Somers's Morningstar Experience May 2013 - May 2015
Job Support Analyst at CrossChx
Industry Hospital & Health Care
Experience
CrossChx June 2015 - Present
Morningstar May 2013 - May 2015
Johnson, Blumberg & Associates, LLC August 2012 - May 2013
Skills
Microsoft Office, Customer Service, Invoice Processing, Superior Work Ethic, Multitasking Skills, Marketing, Advertising, Teamwork, Event Planning, Time Management, Social Media
Education
Loyola University Chicago 2011 — 2015
Business Administration and Management, General
CrossChx June 2015 - Present
Morningstar May 2013 - May 2015
Johnson, Blumberg & Associates, LLC August 2012 - May 2013
Skills
Microsoft Office, Customer Service, Invoice Processing, Superior Work Ethic, Multitasking Skills, Marketing, Advertising, Teamwork, Event Planning, Time Management, Social Media
Education
Loyola University Chicago 2011 — 2015
Business Administration and Management, General
Ananth Prasad Ananth Prasad's Morningstar Experience October 2003 - October 2004
Job Vice President at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase November 2013 - Present
JPMorgan Chase & Co. May 2005 - Present
JPMorgan Chase 2011 - November 2013
JP Morgan Chase May 2005 - November 2011
Morningstar October 2003 - October 2004
J&B Software 2000 - 2003
Education
University of Chicago Graduate School of Business 2011 — 2015
Master of Business Administration (MBA), Management
University of South Florida 1994 — 1997
Karnatak University 1988 — 1993
BS, Mechanical Engineering
Mithibai College 1985 — 1987
HSC, Science
St. Xavier's High School 1975 — 1985
SSC, General Studies
JPMorgan Chase November 2013 - Present
JPMorgan Chase & Co. May 2005 - Present
JPMorgan Chase 2011 - November 2013
JP Morgan Chase May 2005 - November 2011
Morningstar October 2003 - October 2004
J&B Software 2000 - 2003
Education
University of Chicago Graduate School of Business 2011 — 2015
Master of Business Administration (MBA), Management
University of South Florida 1994 — 1997
Karnatak University 1988 — 1993
BS, Mechanical Engineering
Mithibai College 1985 — 1987
HSC, Science
St. Xavier's High School 1975 — 1985
SSC, General Studies
Caleb Hiddleson Caleb Hiddleson's Morningstar Experience January 2014 - Present
Job Student at Lee University
Industry Financial Services
Experience
Cleveland Bradley County Teachers Federal Credit Union May 2015 - Present
Morningstar January 2014 - Present
YMCA December 2012 - Present
Bradley County Parks and Recreation April 2008 - June 2014
YMCA August 2012 - May 2014
Skills
Sports, Fundraising, Public Speaking, Event Planning, PowerPoint, Microsoft Word, Leadership, Microsoft Office, Social Networking, Teaching, Research, Social Media, Microsoft Excel, Customer Service, Nonprofits, Time Management, Community Outreach
Education
Lee University 2012 — 2016
Bachelor of Science (BS), Business Administration (Finance Emphasis)
Cleveland Bradley County Teachers Federal Credit Union May 2015 - Present
Morningstar January 2014 - Present
YMCA December 2012 - Present
Bradley County Parks and Recreation April 2008 - June 2014
YMCA August 2012 - May 2014
Skills
Sports, Fundraising, Public Speaking, Event Planning, PowerPoint, Microsoft Word, Leadership, Microsoft Office, Social Networking, Teaching, Research, Social Media, Microsoft Excel, Customer Service, Nonprofits, Time Management, Community Outreach
Education
Lee University 2012 — 2016
Bachelor of Science (BS), Business Administration (Finance Emphasis)
Harish Rathnaala Harish Rathnaala's Morningstar Experience September 2014 - Present
Job Business Analyst at Morningstar
Industry Financial Services
Experience
Morningstar September 2014 - Present
Morningstar September 2011 - August 2014
Office of Development, University of Illinois at Chicago November 2009 - May 2011
Dept of Innovation & Technology, City of Chicago August 2010 - December 2010
UIC Office of the Vice Chancellor for Academic Affairs August 2010 - December 2010
Interactive Intelligence June 2009 - August 2009
Physician Practices, Edward Hospital January 2009 - May 2009
UIC Parking Services 2008 - 2009
Skills
Test Automation, Web Design, Computer Hardware..., Software Quality..., Teaching Experience, Regression Testing, JavaScript, Microsoft Office, ASP.NET, Drupal, Adobe Creative Suite, SQL Server, MySQL, Rational Rose, Requirements Analysis, UML Tools, C, C#, HTML/XML, CSS, PHP, Oracle SQL, VBA, Java, Visio, MS Project, QTP, testcompl, JIRA, Perforce, Microsoft SQL Server, SQL, Quality Assurance, SDLC
Education
University of Illinois at Chicago 2008 — 2011
Master's, Management Information Systems
Jawaharlal Nehru Technological University 2004 — 2008
Bachelor's, Electronics & Communication Engineering
DAV Boys Senior Secondary School, Gopalapuram, Chennai 1990 — 2004
Morningstar September 2014 - Present
Morningstar September 2011 - August 2014
Office of Development, University of Illinois at Chicago November 2009 - May 2011
Dept of Innovation & Technology, City of Chicago August 2010 - December 2010
UIC Office of the Vice Chancellor for Academic Affairs August 2010 - December 2010
Interactive Intelligence June 2009 - August 2009
Physician Practices, Edward Hospital January 2009 - May 2009
UIC Parking Services 2008 - 2009
Skills
Test Automation, Web Design, Computer Hardware..., Software Quality..., Teaching Experience, Regression Testing, JavaScript, Microsoft Office, ASP.NET, Drupal, Adobe Creative Suite, SQL Server, MySQL, Rational Rose, Requirements Analysis, UML Tools, C, C#, HTML/XML, CSS, PHP, Oracle SQL, VBA, Java, Visio, MS Project, QTP, testcompl, JIRA, Perforce, Microsoft SQL Server, SQL, Quality Assurance, SDLC
Education
University of Illinois at Chicago 2008 — 2011
Master's, Management Information Systems
Jawaharlal Nehru Technological University 2004 — 2008
Bachelor's, Electronics & Communication Engineering
DAV Boys Senior Secondary School, Gopalapuram, Chennai 1990 — 2004
Matt Dobschuetz Matt Dobschuetz's Morningstar Experience June 2002 - March 2003
Job Digital Marketing Consultant | Social Media | Content Marketing | Email List Building | Sales Funnels & Conversions
Industry Internet
Experience
Dobber Co. July 2015 - Present
Shure Incorporated July 2010 - June 2015
Shure Incorporated August 2005 - October 2010
Self-employed March 2003 - August 2005
Morningstar June 2002 - March 2003
SurePayroll March 2000 - June 2002
Skills
SEO, E-commerce, Email Marketing, Information Architecture, CMS, Social Media Marketing, Product Management, Web Marketing, Management, User Interface Design, Web Design, User Experience, Interaction Design, Social Media, Integrated Marketing, SEM, Graphic Design, Creative Direction, Marketing Communications, Advertising, HTML, Online Marketing, Paid Search Campaigns, Copywriting, WordPress, Mobile Web Design, Managing Agency..., Team Management, Department Budgeting, Domain Management, Server Administration, Conversion Optimization, Blogging, Digital Marketing, Marketing Strategy, Marketing Automation, Facebook Marketing, Google Adwords, Google Analytics, Twitter Marketing, Email List Building, Podcasting, CRM
Education
Loyola University Chicago 1990 — 1994
B.A.
Dobber Co. July 2015 - Present
Shure Incorporated July 2010 - June 2015
Shure Incorporated August 2005 - October 2010
Self-employed March 2003 - August 2005
Morningstar June 2002 - March 2003
SurePayroll March 2000 - June 2002
Skills
SEO, E-commerce, Email Marketing, Information Architecture, CMS, Social Media Marketing, Product Management, Web Marketing, Management, User Interface Design, Web Design, User Experience, Interaction Design, Social Media, Integrated Marketing, SEM, Graphic Design, Creative Direction, Marketing Communications, Advertising, HTML, Online Marketing, Paid Search Campaigns, Copywriting, WordPress, Mobile Web Design, Managing Agency..., Team Management, Department Budgeting, Domain Management, Server Administration, Conversion Optimization, Blogging, Digital Marketing, Marketing Strategy, Marketing Automation, Facebook Marketing, Google Adwords, Google Analytics, Twitter Marketing, Email List Building, Podcasting, CRM
Education
Loyola University Chicago 1990 — 1994
B.A.
Jeff Shipp Jeff Shipp's Morningstar Experience August 2009 - January 2011
Job Sales Manager to the Americas with DataGenic
Industry Capital Markets
Experience
DataGenic March 2015 - Present
OTC Global Holdings LP March 2011 - March 2015
IVG Energy January 2011 - March 2011
Morningstar August 2009 - January 2011
Whiteside Energy July 2008 - April 2009
Trading Technologies January 2007 - June 2008
Vega Commodity Partners September 2006 - November 2006
Infinium Capital Management August 2006 - October 2006
Goldenberg Hehmeyer May 2006 - July 2006
Skills
Trading, Commodity, Risk Management, Market Data, Sales, VBA, Commodity Markets, Derivatives, Hedging, Options, Energy, Equities, Bloomberg, Financial Risk, Financial Modeling, Trading Strategies, Energy Markets, Hedge Funds, Analysis, Financial Markets, Portfolio Management, Capital Markets, Quantitative Analytics, Technical Analysis, Natural Gas, Swaps, Trading Systems, Electronic Trading, VAR, Proprietary Trading, Portfolio Optimization, Market Risk, Fixed Income, Equity Trading, Market Making, Traders, Valuation, Equity Derivatives, Alternative Investments, Volatility, Asset Management, Emerging Markets, FX Options, Structured Products, Investments, FX trading, Commodity Risk..., Options Strategies, Structured Finance, Quantitative Finance
Education
Kent State University - Graduate School of Management 2005 — 2006
Masters, Financial Engineering
Trinity University 2001 — 2005
BA, Mathematics
Jesuit College Preparatory School of Dallas 1998 — 2001
DataGenic March 2015 - Present
OTC Global Holdings LP March 2011 - March 2015
IVG Energy January 2011 - March 2011
Morningstar August 2009 - January 2011
Whiteside Energy July 2008 - April 2009
Trading Technologies January 2007 - June 2008
Vega Commodity Partners September 2006 - November 2006
Infinium Capital Management August 2006 - October 2006
Goldenberg Hehmeyer May 2006 - July 2006
Skills
Trading, Commodity, Risk Management, Market Data, Sales, VBA, Commodity Markets, Derivatives, Hedging, Options, Energy, Equities, Bloomberg, Financial Risk, Financial Modeling, Trading Strategies, Energy Markets, Hedge Funds, Analysis, Financial Markets, Portfolio Management, Capital Markets, Quantitative Analytics, Technical Analysis, Natural Gas, Swaps, Trading Systems, Electronic Trading, VAR, Proprietary Trading, Portfolio Optimization, Market Risk, Fixed Income, Equity Trading, Market Making, Traders, Valuation, Equity Derivatives, Alternative Investments, Volatility, Asset Management, Emerging Markets, FX Options, Structured Products, Investments, FX trading, Commodity Risk..., Options Strategies, Structured Finance, Quantitative Finance
Education
Kent State University - Graduate School of Management 2005 — 2006
Masters, Financial Engineering
Trinity University 2001 — 2005
BA, Mathematics
Jesuit College Preparatory School of Dallas 1998 — 2001
Ethel Crosby Ethel Crosby's Morningstar Experience December 2004 - July 2006
Job Head of Technology Operations at One North Interactive
Industry Information Technology and Services
Experience
One North Interactive March 2015 - Present
One North Interactive July 2013 - March 2015
One North Interactive August 2012 - June 2013
Hubbard One, A Thomson Reuters Business March 2011 - August 2012
Hubbard One, A Thomson Reuters Business August 2006 - February 2011
Morningstar December 2004 - July 2006
Morningstar November 2003 - November 2004
Morningstar February 2002 - October 2003
Skills
Product Management, Information Architecture, Vendor Management, Mobile Applications, User Experience, Social Media, Business Analysis, Web Project Management, Website Development, Agile Methodologies, SDLC, Consulting, SharePoint, PMO, Operations Management, Interactive Marketing, Marketing Strategy, Program Management, Resource Management, Web Applications, Content Management, Project Management, Web Content Management, Strategy
Education
Northwestern University 2004 — 2006
Masters of Science, Computer Information Systems
Loyola University Chicago 1998 — 2002
Bachelors of Business Administration, Information Systems
Hinsdale South High School
One North Interactive March 2015 - Present
One North Interactive July 2013 - March 2015
One North Interactive August 2012 - June 2013
Hubbard One, A Thomson Reuters Business March 2011 - August 2012
Hubbard One, A Thomson Reuters Business August 2006 - February 2011
Morningstar December 2004 - July 2006
Morningstar November 2003 - November 2004
Morningstar February 2002 - October 2003
Skills
Product Management, Information Architecture, Vendor Management, Mobile Applications, User Experience, Social Media, Business Analysis, Web Project Management, Website Development, Agile Methodologies, SDLC, Consulting, SharePoint, PMO, Operations Management, Interactive Marketing, Marketing Strategy, Program Management, Resource Management, Web Applications, Content Management, Project Management, Web Content Management, Strategy
Education
Northwestern University 2004 — 2006
Masters of Science, Computer Information Systems
Loyola University Chicago 1998 — 2002
Bachelors of Business Administration, Information Systems
Hinsdale South High School
Kayla McGonagle Kayla McGonagle's Morningstar Experience August 2015 - Present
Job Talent Acquisition at Morningstar
Industry Human Resources
Experience
Morningstar August 2015 - Present
Synectics Inc. April 2015 - August 2015
Synectics Inc. May 2013 - April 2015
Morningstar May 2012 - May 2013
Sacred Heart Schools September 2011 - May 2012
The Rockport Company June 2011 - August 2011
Skills
familiar with HRIS, Mac/PC proficient, Microsoft Office, Social Media, Recruiting, Human Resources, Onboarding, Performance Management, HRIS, Sourcing, Interviews, Succession Planning, Management, Contract Recruitment, Customer Service, Employee Relations, College Recruiting
Education
Loyola University of Chicago 2009 — 2013
Bachelor of Business Administration (B.B.A.), Human Resource Management
Fontbonne Academy
Morningstar August 2015 - Present
Synectics Inc. April 2015 - August 2015
Synectics Inc. May 2013 - April 2015
Morningstar May 2012 - May 2013
Sacred Heart Schools September 2011 - May 2012
The Rockport Company June 2011 - August 2011
Skills
familiar with HRIS, Mac/PC proficient, Microsoft Office, Social Media, Recruiting, Human Resources, Onboarding, Performance Management, HRIS, Sourcing, Interviews, Succession Planning, Management, Contract Recruitment, Customer Service, Employee Relations, College Recruiting
Education
Loyola University of Chicago 2009 — 2013
Bachelor of Business Administration (B.B.A.), Human Resource Management
Fontbonne Academy
Dave Mastrangelo's Morningstar Experience May 2011 - June 2012
Job Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting June 2012 - Present
Morningstar May 2011 - June 2012
General Nutrition Center January 2008 - May 2011
Skills
Bloomberg Terminal, SAS, INTEXcalc, SQL, Fixed Income, Research, Visual Basic
Education
La Salle University 2008 — 2012
BSBA, Dual Major: Finance & Economics
OLMC
OLMC
Villanova
Deloitte Consulting June 2012 - Present
Morningstar May 2011 - June 2012
General Nutrition Center January 2008 - May 2011
Skills
Bloomberg Terminal, SAS, INTEXcalc, SQL, Fixed Income, Research, Visual Basic
Education
La Salle University 2008 — 2012
BSBA, Dual Major: Finance & Economics
OLMC
OLMC
Villanova
Jeff Sanchez Jeff Sanchez's Morningstar Experience June 2010 - January 2012
Job Director of Technology at Morningstar Investment Management
Industry Financial Services
Experience
Morningstar Investment Management January 2012 - Present
Morningstar June 2010 - January 2012
MF Global December 2008 - June 2010
MF Global Inc November 2005 - December 2008
Refco November 2001 - November 2005
Yes Trader 1999 - 2001
Skills
Sarbanes-Oxley Act, Change Management, SDLC, Disaster Recovery, Electronic Trading, Project Management, Business Analysis, Trading Systems, Technical Analysis, IT Management, Integration, Vendor Management, IT Strategy, Data Center, Morningstar Direct, Software Development, Software Project..., Requirements Analysis, Leadership, Visio, SharePoint, Databases, Risk Management, SQL, Strategy, Management
Education
Lake Forest College 1987 — 1990
BA, Computer Science
Lake Forest College 1987 — 1990
BA, Studio Art
Morningstar Investment Management January 2012 - Present
Morningstar June 2010 - January 2012
MF Global December 2008 - June 2010
MF Global Inc November 2005 - December 2008
Refco November 2001 - November 2005
Yes Trader 1999 - 2001
Skills
Sarbanes-Oxley Act, Change Management, SDLC, Disaster Recovery, Electronic Trading, Project Management, Business Analysis, Trading Systems, Technical Analysis, IT Management, Integration, Vendor Management, IT Strategy, Data Center, Morningstar Direct, Software Development, Software Project..., Requirements Analysis, Leadership, Visio, SharePoint, Databases, Risk Management, SQL, Strategy, Management
Education
Lake Forest College 1987 — 1990
BA, Computer Science
Lake Forest College 1987 — 1990
BA, Studio Art
Jennifer Speaker Jennifer Speaker's Morningstar Experience June 2015 - Present
Job Associate Interaction Designer at Morningstar
Industry Financial Services
Experience
Morningstar June 2015 - Present
Morningstar January 2014 - June 2015
University of Illinois at Urbana-Champaign: Office of the Dean of Students August 2012 - December 2013
Cook County June 2013 - August 2013
UIUC Facilities and Services March 2013 - May 2013
City of Chicago - Housing and Economic Development (HED) June 2012 - August 2012
Skills
Urban Planning, Microsoft Office, Time Management, GIS, Business, Photoshop, Illustrator, AutoCAD, SketchUp, Data Analysis, Project Planning, Analysis
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Arts (B.A.), Urban and Regional Planning, Business Minor, 3.74/4.00 Cumulative GPA
Kings College London 2012 — 2012
Morningstar June 2015 - Present
Morningstar January 2014 - June 2015
University of Illinois at Urbana-Champaign: Office of the Dean of Students August 2012 - December 2013
Cook County June 2013 - August 2013
UIUC Facilities and Services March 2013 - May 2013
City of Chicago - Housing and Economic Development (HED) June 2012 - August 2012
Skills
Urban Planning, Microsoft Office, Time Management, GIS, Business, Photoshop, Illustrator, AutoCAD, SketchUp, Data Analysis, Project Planning, Analysis
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Arts (B.A.), Urban and Regional Planning, Business Minor, 3.74/4.00 Cumulative GPA
Kings College London 2012 — 2012
Brian McKeough Brian McKeough's Morningstar Experience November 1995 - October 1996
Job Engineering Manager at Groupon
Industry Information Technology and Services
Experience
Groupon October 2013 - Present
Bank of America August 2006 - October 2013
Computer Sciences Corporation October 1996 - September 2006
Morningstar November 1995 - October 1996
Skills
Enterprise Architecture, SDLC, Agile Methodologies, SOA, Software Project..., SQL, Software Development, Integration, Solution Architecture, Architecture, Business Analysis, Requirements Gathering, Unix, Java, Agile Project Management, DB2, Oracle, Web Services, Cloud Computing, Data Modeling, Python, REST, RESTful architecture, Web Applications, Java Enterprise Edition, Application Architecture, Architectures, Software Design
Education
Knox College 1989 — 1993
Bachelor of Arts
Groupon October 2013 - Present
Bank of America August 2006 - October 2013
Computer Sciences Corporation October 1996 - September 2006
Morningstar November 1995 - October 1996
Skills
Enterprise Architecture, SDLC, Agile Methodologies, SOA, Software Project..., SQL, Software Development, Integration, Solution Architecture, Architecture, Business Analysis, Requirements Gathering, Unix, Java, Agile Project Management, DB2, Oracle, Web Services, Cloud Computing, Data Modeling, Python, REST, RESTful architecture, Web Applications, Java Enterprise Edition, Application Architecture, Architectures, Software Design
Education
Knox College 1989 — 1993
Bachelor of Arts
Alla Spivak's Morningstar Experience June 1999 - May 2006
Job Digital Marketing Strategist at StrikePoint Media
Industry Marketing and Advertising
Experience
StrikePoint Media June 2015 - Present
Zacks Investment Research December 2012 - June 2015
Zacks Investment Research June 2010 - December 2012
John Wiley and Sons October 2006 - February 2009
Morningstar June 1999 - May 2006
Skills
Integrated Marketing, Product Marketing, Email Marketing, Marketing, Strategic Planning, Analytics, Customer Acquisition, P&L Management, Project Management, Leadership, CRM, Positioning, Product Positioning, Marketing Management, Digital Marketing, Strategy, Management, Marketing Communications
Education
Loyola University of Chicago
Bachelor, Communications
New York University
StrikePoint Media June 2015 - Present
Zacks Investment Research December 2012 - June 2015
Zacks Investment Research June 2010 - December 2012
John Wiley and Sons October 2006 - February 2009
Morningstar June 1999 - May 2006
Skills
Integrated Marketing, Product Marketing, Email Marketing, Marketing, Strategic Planning, Analytics, Customer Acquisition, P&L Management, Project Management, Leadership, CRM, Positioning, Product Positioning, Marketing Management, Digital Marketing, Strategy, Management, Marketing Communications
Education
Loyola University of Chicago
Bachelor, Communications
New York University
Kristina Daniels's Morningstar Experience April 2014 - April 2015
Job Casework Intern at Office of U.S. Senator Richard J. Durbin
Industry Marketing and Advertising
Experience
Nyhan Bambrick Kinzie & Lowry August 2015 - Present
Office of U.S. Senator Richard J. Durbin August 2015 - Present
CarbonSix May 2015 - August 2015
Morningstar April 2014 - April 2015
Sporty Threads February 2014 - June 2014
lululemon athletica November 2013 - January 2014
Cater Communications May 2013 - September 2013
8th Stage April 2013 - September 2013
Skills
Blogging, Social Media Marketing, Marketing Communications, Event Planning, Microsoft Office, Social Media, Social Media Outreach, Microsoft Excel, Writing, SEO, WordPress, SEM, Social Media..., PowerPoint, Public Speaking, Dance, Newsletter Production, Reporting & Analysis, Recruiting, Social Media Blogging, Foreign Languages, HootSuite, Marketing Research, Google Analytics, Marketing Analytics, Web Analytics, Leadership, Organization Skills, NetSuite, Public Relations
Education
Loyola University of Chicago 2012 — 2016
Bachelor's degree, Public Relations, Advertising, and Applied Communication, Junior
Maine South High School 2008 — 2012
Nyhan Bambrick Kinzie & Lowry August 2015 - Present
Office of U.S. Senator Richard J. Durbin August 2015 - Present
CarbonSix May 2015 - August 2015
Morningstar April 2014 - April 2015
Sporty Threads February 2014 - June 2014
lululemon athletica November 2013 - January 2014
Cater Communications May 2013 - September 2013
8th Stage April 2013 - September 2013
Skills
Blogging, Social Media Marketing, Marketing Communications, Event Planning, Microsoft Office, Social Media, Social Media Outreach, Microsoft Excel, Writing, SEO, WordPress, SEM, Social Media..., PowerPoint, Public Speaking, Dance, Newsletter Production, Reporting & Analysis, Recruiting, Social Media Blogging, Foreign Languages, HootSuite, Marketing Research, Google Analytics, Marketing Analytics, Web Analytics, Leadership, Organization Skills, NetSuite, Public Relations
Education
Loyola University of Chicago 2012 — 2016
Bachelor's degree, Public Relations, Advertising, and Applied Communication, Junior
Maine South High School 2008 — 2012
Brian Dorn's Morningstar Experience September 2002 - May 2004
Job Investment Committee Chairman at The Retirement Network
Industry Financial Services
Experience
The Retirement Network November 2012 - Present
Arrow Funds October 2006 - October 2012
Arrow Funds October 2006 - April 2010
SunGard April 2006 - October 2006
Rydex Investments 2004 - 2006
Morningstar September 2002 - May 2004
Thomson Financial July 1997 - September 2001
Skills
Mutual Funds, Equities, Hedge Funds, Alternative Investments, Asset Allocation, Asset Managment, Series 7, Investments, ETFs, Wealth Management, Securities, Portfolio Management, Investment Management, Fixed Income, Trading, Financial Markets, Series 63, Derivatives, Market Data, Risk Management, Investment Strategies, Investment Advisory, Series 24, Separately Managed..., Financial Services, Series 65, Asset Management, Financial Advisory, Bonds, Uniform Combined State..., FINRA, Options, Retirement Planning
Education
Lake Forest College 1992 — 1995
Economics
The Retirement Network November 2012 - Present
Arrow Funds October 2006 - October 2012
Arrow Funds October 2006 - April 2010
SunGard April 2006 - October 2006
Rydex Investments 2004 - 2006
Morningstar September 2002 - May 2004
Thomson Financial July 1997 - September 2001
Skills
Mutual Funds, Equities, Hedge Funds, Alternative Investments, Asset Allocation, Asset Managment, Series 7, Investments, ETFs, Wealth Management, Securities, Portfolio Management, Investment Management, Fixed Income, Trading, Financial Markets, Series 63, Derivatives, Market Data, Risk Management, Investment Strategies, Investment Advisory, Series 24, Separately Managed..., Financial Services, Series 65, Asset Management, Financial Advisory, Bonds, Uniform Combined State..., FINRA, Options, Retirement Planning
Education
Lake Forest College 1992 — 1995
Economics
Bianca Wessel, CMA's Morningstar Experience September 2006 - April 2007
Job Sales Variance Forecast Coordinator Global
Industry Machinery
Experience
Caterpillar Inc. February 2014 - Present
Caterpillar Inc. July 2012 - January 2014
Caterpillar Inc. June 2010 - June 2012
Caterpillar Inc. January 2009 - June 2010
Caterpillar January 2008 - December 2008
Morningstar September 2006 - April 2007
CGN & Associates 2007 - 2007
Skills
Financial Modeling, Six Sigma, Financial Analysis, Data Analysis, Pricing Strategy, Cost Accounting, Financial Accounting, Revenue Forecasting, Variance Analysis, Capital Projects, Global Sourcing, Return on Investment, Investment Strategies, Strategic Financial..., Managerial Finance, Pricing, Process Improvement
Education
Loyola University of Chicago 2006 — 2007
Master of Business Administration (M.B.A.), Finance and International Business
University of Colorado at Denver 2002 — 2005
B.S.B.A, Financial Management and International Business
Caterpillar Inc. February 2014 - Present
Caterpillar Inc. July 2012 - January 2014
Caterpillar Inc. June 2010 - June 2012
Caterpillar Inc. January 2009 - June 2010
Caterpillar January 2008 - December 2008
Morningstar September 2006 - April 2007
CGN & Associates 2007 - 2007
Skills
Financial Modeling, Six Sigma, Financial Analysis, Data Analysis, Pricing Strategy, Cost Accounting, Financial Accounting, Revenue Forecasting, Variance Analysis, Capital Projects, Global Sourcing, Return on Investment, Investment Strategies, Strategic Financial..., Managerial Finance, Pricing, Process Improvement
Education
Loyola University of Chicago 2006 — 2007
Master of Business Administration (M.B.A.), Finance and International Business
University of Colorado at Denver 2002 — 2005
B.S.B.A, Financial Management and International Business
Ksenia Sokolyanskaya's Morningstar Experience January 2015 - Present
Job Sales Director at Morningstar
Industry Financial Services
Experience
Morningstar January 2015 - Present
Morningstar July 2013 - December 2014
Morningstar May 2010 - June 2013
Morningstar January 2008 - May 2010
Morningstar August 2006 - January 2008
Morningstar July 2005 - July 2006
Kenyon College September 2004 - May 2005
Skills
Competitive Analysis, Project Management, Business Strategy, Finance, Entrepreneurship, Product Management, Marketing Strategy, Product Marketing, Strategy, Investments, Email Marketing, Management, Marketing, Strategic Planning, Analysis, Financial Services, Product Development, Business Development, Cross-functional Team..., Data Analysis, New Business Development, Mutual Funds, Business Analysis, Budgets
Education
The University of Chicago Booth School of Business 2009 — 2012
MBA, Strategic Management, Marketing, Finance
Kenyon College 2000 — 2004
Bachelor of Arts, Modern Languages, Art History
Morningstar January 2015 - Present
Morningstar July 2013 - December 2014
Morningstar May 2010 - June 2013
Morningstar January 2008 - May 2010
Morningstar August 2006 - January 2008
Morningstar July 2005 - July 2006
Kenyon College September 2004 - May 2005
Skills
Competitive Analysis, Project Management, Business Strategy, Finance, Entrepreneurship, Product Management, Marketing Strategy, Product Marketing, Strategy, Investments, Email Marketing, Management, Marketing, Strategic Planning, Analysis, Financial Services, Product Development, Business Development, Cross-functional Team..., Data Analysis, New Business Development, Mutual Funds, Business Analysis, Budgets
Education
The University of Chicago Booth School of Business 2009 — 2012
MBA, Strategic Management, Marketing, Finance
Kenyon College 2000 — 2004
Bachelor of Arts, Modern Languages, Art History
Alison Finn's Morningstar Experience September 2013 - Present
Job Senior Product Manager at Morningstar
Industry Financial Services
Experience
Morningstar September 2013 - Present
Morningstar July 2011 - Present
Morningstar March 2010 - August 2011
Morningstar, Inc. February 2007 - April 2010
Morningstar April 2005 - January 2007
Walsh and Associates, Ltd. June 2004 - April 2005
Skills
Product Development, Product Management, Business Strategy, Data Analysis, Competitive Analysis, Strategy, Software Project..., Cross-functional Team..., Financial Modeling, Business Analysis, Portfolio Management, Risk Management, Project Management, Financial Services, Management
Education
The University of Chicago - Booth School of Business 2005 — 2008
MBA, Analytical Finance, Statistics, Entrepreneurship
University of Illinois at Urbana-Champaign 2002 — 2004
BA, Economics
Kishwaukee College 2000 — 2002
Associate of Science (AS)
Morningstar September 2013 - Present
Morningstar July 2011 - Present
Morningstar March 2010 - August 2011
Morningstar, Inc. February 2007 - April 2010
Morningstar April 2005 - January 2007
Walsh and Associates, Ltd. June 2004 - April 2005
Skills
Product Development, Product Management, Business Strategy, Data Analysis, Competitive Analysis, Strategy, Software Project..., Cross-functional Team..., Financial Modeling, Business Analysis, Portfolio Management, Risk Management, Project Management, Financial Services, Management
Education
The University of Chicago - Booth School of Business 2005 — 2008
MBA, Analytical Finance, Statistics, Entrepreneurship
University of Illinois at Urbana-Champaign 2002 — 2004
BA, Economics
Kishwaukee College 2000 — 2002
Associate of Science (AS)
Christopher Margelis's Morningstar Experience January 2015 - Present
Job Visual Designer at Morningstar
Industry Graphic Design
Experience
Morningstar January 2015 - Present
School of the Art Institute of Chicago January 2011 - Present
University of Illinois at Chicago August 2013 - December 2014
Harrington College of Design August 2010 - May 2014
Ogilvy Public Relations February 2002 - 2008
Skills
Graphic Design, Typography, Visual Communication, Art, Branding & Identity, Graphics, Posters, Book Design, Web Design, Concept Development, Brochures, Brand Development, Photoshop, InDesign, Corporate Identity
Education
University of Illinois at Chicago 2008 — 2010
MFA, Graphic Design
University of Michigan 1996 — 1999
BFA, Graphic Design and Photography
Kalamazoo Valley Community College 1994 — 1996
Fine / Studio Arts, General
Morningstar January 2015 - Present
School of the Art Institute of Chicago January 2011 - Present
University of Illinois at Chicago August 2013 - December 2014
Harrington College of Design August 2010 - May 2014
Ogilvy Public Relations February 2002 - 2008
Skills
Graphic Design, Typography, Visual Communication, Art, Branding & Identity, Graphics, Posters, Book Design, Web Design, Concept Development, Brochures, Brand Development, Photoshop, InDesign, Corporate Identity
Education
University of Illinois at Chicago 2008 — 2010
MFA, Graphic Design
University of Michigan 1996 — 1999
BFA, Graphic Design and Photography
Kalamazoo Valley Community College 1994 — 1996
Fine / Studio Arts, General
Chris Cummins's Morningstar Experience October 1996 - February 2001
Job Director of Development Services at Peters & Associates
Industry Information Technology and Services
Experience
Peters & Associates February 2005 - Present
Practical Habitats, LLC September 2004 - Present
AMS Direct February 2001 - October 2004
Morningstar October 1996 - February 2001
Skills
Vendor Management, Business Analysis, Cloud Computing, Business Intelligence, Business Process..., Enterprise Architecture, SharePoint, ASP.NET, Integration, Program Management, Security, .NET, Management, Software Development, IT Strategy, Windows Server, Disaster Recovery, SDLC, IT Management
Education
Lewis University 2000 — 2004
MBA, Management Information Systems
University of Illinois at Urbana-Champaign
BA
Peters & Associates February 2005 - Present
Practical Habitats, LLC September 2004 - Present
AMS Direct February 2001 - October 2004
Morningstar October 1996 - February 2001
Skills
Vendor Management, Business Analysis, Cloud Computing, Business Intelligence, Business Process..., Enterprise Architecture, SharePoint, ASP.NET, Integration, Program Management, Security, .NET, Management, Software Development, IT Strategy, Windows Server, Disaster Recovery, SDLC, IT Management
Education
Lewis University 2000 — 2004
MBA, Management Information Systems
University of Illinois at Urbana-Champaign
BA
Balaji Ananthanpillai's Morningstar Experience September 2013 - Present
Job Project Manager
Industry Financial Services
Experience
Morningstar September 2013 - Present
Morningstar January 2013 - November 2014
Morningstar April 2012 - January 2013
Wolfram Research December 2010 - March 2012
Pali Solutions March 2009 - December 2010
University of Cincinnati September 2007 - December 2007
Skills
Product Management, Project Management, Product Development, Marketing Strategy, Business Analysis, JIRA, Scrum, Matlab, Quality Center, Selenium, Mathematica, Software Quality..., Agile Methodologies, Python, QTP, Morningstar Direct, SDLC, Manual Testing, Automation Tools, C, QuickBase, Bugzilla, Bug Tracking, XML, HTML, MySQL, SilkTest, Java, Sprint Planning, Lean Tools
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (M.B.A.), Marketing, Operations and Strategy
University of Cincinnati 2006 — 2009
Master of Science (M.S.), Electrical Engineering
Jawaharlal Nehru Technological University 2002 — 2006
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Morningstar September 2013 - Present
Morningstar January 2013 - November 2014
Morningstar April 2012 - January 2013
Wolfram Research December 2010 - March 2012
Pali Solutions March 2009 - December 2010
University of Cincinnati September 2007 - December 2007
Skills
Product Management, Project Management, Product Development, Marketing Strategy, Business Analysis, JIRA, Scrum, Matlab, Quality Center, Selenium, Mathematica, Software Quality..., Agile Methodologies, Python, QTP, Morningstar Direct, SDLC, Manual Testing, Automation Tools, C, QuickBase, Bugzilla, Bug Tracking, XML, HTML, MySQL, SilkTest, Java, Sprint Planning, Lean Tools
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (M.B.A.), Marketing, Operations and Strategy
University of Cincinnati 2006 — 2009
Master of Science (M.S.), Electrical Engineering
Jawaharlal Nehru Technological University 2002 — 2006
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Matthew Michel's Morningstar Experience October 1998 - July 1999
Job Job Search Coach at Challenger, Gray & Christmas, Inc.
Industry Financial Services
Experience
Challenger, Gray & Christmas, Inc. 2011 - Present
Blaylock Robert Van, LLC 2010 - 2011
Nuveen Investments 2008 - 2009
Nuveen Investments August 2004 - April 2008
Nuveen Investments July 1998 - August 2004
Morningstar October 1998 - July 1999
Skills
Equities, Pricing Analysis, Fixed Income, Job Search, Account Reconciliation, Asset Managment
Education
Loyola University Chicago 2005 — 2007
MBA, Finance
University of Illinois at Chicago 1993 — 1997
Bachelor, Economics
Challenger, Gray & Christmas, Inc. 2011 - Present
Blaylock Robert Van, LLC 2010 - 2011
Nuveen Investments 2008 - 2009
Nuveen Investments August 2004 - April 2008
Nuveen Investments July 1998 - August 2004
Morningstar October 1998 - July 1999
Skills
Equities, Pricing Analysis, Fixed Income, Job Search, Account Reconciliation, Asset Managment
Education
Loyola University Chicago 2005 — 2007
MBA, Finance
University of Illinois at Chicago 1993 — 1997
Bachelor, Economics
Lauren Burley's Morningstar Experience January 2011 - July 2011
Job Vice President at Grosvenor Capital Management, L.P
Industry Financial Services
Experience
Grosvenor Capital Ltd August 2015 - Present
Morningstar Associates, LLC December 2013 - August 2015
Outerwall August 2013 - December 2013
Outerwall July 2011 - August 2013
Morningstar January 2011 - July 2011
Morningstar Inc August 2009 - January 2011
Morningstar Inc July 2008 - August 2009
Skills
Strategy, Leadership, Project Planning, Competitive Analysis, Software Development, Financial Modeling, Cross-functional Team...
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Strategic Management, Entrepreneurship, General Management, Marketing Management
Kenyon College 2004 — 2008
B.A., Economics
Mount Vernon High School
Grosvenor Capital Ltd August 2015 - Present
Morningstar Associates, LLC December 2013 - August 2015
Outerwall August 2013 - December 2013
Outerwall July 2011 - August 2013
Morningstar January 2011 - July 2011
Morningstar Inc August 2009 - January 2011
Morningstar Inc July 2008 - August 2009
Skills
Strategy, Leadership, Project Planning, Competitive Analysis, Software Development, Financial Modeling, Cross-functional Team...
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Strategic Management, Entrepreneurship, General Management, Marketing Management
Kenyon College 2004 — 2008
B.A., Economics
Mount Vernon High School
Alison M. Ulrich, CPA's Morningstar Experience 2002 - 2003
Job Director of Internal Audit at Bazaarvoice
Industry Information Technology and Services
Experience
Bazaarvoice June 2013 - Present
Orbitz Worldwide October 2011 - June 2013
Orbitz Worldwide 2008 - October 2011
Orbitz Worldwide 2007 - 2008
Orbitz Worldwide 2006 - 2007
Follett Corporation 2005 - 2006
KPMG 2003 - 2005
Morningstar 2002 - 2003
Alden Management Services February 2000 - April 2001
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Sarbanes-Oxley, Financial Accounting, Risk Management
Education
Loyola University Chicago 1999 — 2003
BS, Accounting / Business Administration
Bazaarvoice June 2013 - Present
Orbitz Worldwide October 2011 - June 2013
Orbitz Worldwide 2008 - October 2011
Orbitz Worldwide 2007 - 2008
Orbitz Worldwide 2006 - 2007
Follett Corporation 2005 - 2006
KPMG 2003 - 2005
Morningstar 2002 - 2003
Alden Management Services February 2000 - April 2001
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Sarbanes-Oxley, Financial Accounting, Risk Management
Education
Loyola University Chicago 1999 — 2003
BS, Accounting / Business Administration
Ava Allen's Morningstar Experience November 1999 - September 2000
Job Sr. Business Analyst at Sungard
Industry Financial Services
Experience
SunGard January 2002 - Present
Business Logic September 2000 - November 2001
Morningstar November 1999 - September 2000
Skills
Requirements Analysis, Business Analysis, Vendor Management, SDLC, Agile Methodologies, Software Project...
Education
Loras College 1994 — 1998
BA, Finance
SunGard January 2002 - Present
Business Logic September 2000 - November 2001
Morningstar November 1999 - September 2000
Skills
Requirements Analysis, Business Analysis, Vendor Management, SDLC, Agile Methodologies, Software Project...
Education
Loras College 1994 — 1998
BA, Finance
Alexa Auerbach's Morningstar Experience December 2006 - Present
Job Corporate Communications Director
Industry Financial Services
Experience
Morningstar December 2006 - Present
Ibbotson Associates October 1999 - December 2006
Edelman November 1997 - October 1999
Financial Relations Board 1995 - 1996
Skills
Investor Relations, Marketing Communications, Corporate Communications, Editing, Investments, Media Relations, Crisis Communications, Strategic Communications, Business Journalism, Integrated Marketing, Press Releases, Content Development, Internal Communications
Education
University of Pennsylvania 1992 — 1994
Bachelor of Science (BS), Economics
Lehigh University 1990 — 1992
Morningstar December 2006 - Present
Ibbotson Associates October 1999 - December 2006
Edelman November 1997 - October 1999
Financial Relations Board 1995 - 1996
Skills
Investor Relations, Marketing Communications, Corporate Communications, Editing, Investments, Media Relations, Crisis Communications, Strategic Communications, Business Journalism, Integrated Marketing, Press Releases, Content Development, Internal Communications
Education
University of Pennsylvania 1992 — 1994
Bachelor of Science (BS), Economics
Lehigh University 1990 — 1992
Dave Sondesky's Morningstar Experience April 2011 - Present
Job Senior Vice President Analytical Manager, Morningstar, Inc
Industry Commercial Real Estate
Experience
Morningstar April 2011 - Present
Capmark Finance, Inc November 1999 - May 2011
Education
Kutztown University of Pennsylvania 1990 — 1994
Morningstar April 2011 - Present
Capmark Finance, Inc November 1999 - May 2011
Education
Kutztown University of Pennsylvania 1990 — 1994
Frank Innaurato's Morningstar Experience May 2010 - Present
Job Managing Director at Morningstar
Industry Real Estate
Experience
Morningstar May 2010 - Present
Realpoint LLC January 2000 - April 2010
GMAC Commercial Mortgage May 1996 - December 1999
Skills
Commercial Real Estate, CMBS, Research, Structured Finance, Credit Analysis, Underwriting, Securitization, Analysis, Financial Analysis, Finance, Valuation, Ratings, Market Research, Surveillance, Customer Service, Client Relations Skills, Investment Properties
Education
Temple University 1997 — 2000
MBA, Finance
La Salle University - School of Business Administration 1992 — 1996
BA, Accounting
Morningstar May 2010 - Present
Realpoint LLC January 2000 - April 2010
GMAC Commercial Mortgage May 1996 - December 1999
Skills
Commercial Real Estate, CMBS, Research, Structured Finance, Credit Analysis, Underwriting, Securitization, Analysis, Financial Analysis, Finance, Valuation, Ratings, Market Research, Surveillance, Customer Service, Client Relations Skills, Investment Properties
Education
Temple University 1997 — 2000
MBA, Finance
La Salle University - School of Business Administration 1992 — 1996
BA, Accounting
Gregg Novek's Morningstar Experience July 2015 - Present
Job Director of Global Sales, Morningstar Credit Ratings
Industry Financial Services
Experience
Morningstar July 2015 - Present
Beacon Trust Company October 2013 - July 2015
Fitch Ratings December 2000 - December 2012
Thomson Financial BankWatch, Inc. 1996 - 2000
Thomson Financial BankWatch, Inc. 1990 - 1996
Fox-Pitt, Kelton 1989 - 1990
Ryan Beck & Co. 1985 - 1989
The Ayco/American Express Corporation 1983 - 1985
Skills
Equities, Credit, Sales Management, Direct Sales, Media Relations, Fixed Income Research, Equity Research, Fixed Income Analysis, Mergers & Acquisitions, Bloomberg, Finance, CRM, Financial Services, Investment Banking, Banking, Fixed Income, Capital Markets, Investments, Portfolio Management, Management, Asset Management
Education
Seton Hall University 1986 — 1990
Master of Business Administration (M.B.A.), Finance, General
Lehigh University 1979 — 1983
Bachelor's degree, Finance
Morningstar July 2015 - Present
Beacon Trust Company October 2013 - July 2015
Fitch Ratings December 2000 - December 2012
Thomson Financial BankWatch, Inc. 1996 - 2000
Thomson Financial BankWatch, Inc. 1990 - 1996
Fox-Pitt, Kelton 1989 - 1990
Ryan Beck & Co. 1985 - 1989
The Ayco/American Express Corporation 1983 - 1985
Skills
Equities, Credit, Sales Management, Direct Sales, Media Relations, Fixed Income Research, Equity Research, Fixed Income Analysis, Mergers & Acquisitions, Bloomberg, Finance, CRM, Financial Services, Investment Banking, Banking, Fixed Income, Capital Markets, Investments, Portfolio Management, Management, Asset Management
Education
Seton Hall University 1986 — 1990
Master of Business Administration (M.B.A.), Finance, General
Lehigh University 1979 — 1983
Bachelor's degree, Finance
Kristina Holme's Morningstar Experience June 2014 - Present
Job Project Manager at Morningstar
Industry Financial Services
Experience
Morningstar June 2014 - Present
Morningstar August 2012 - Present
Morningstar July 2011 - August 2012
Morningstar January 2010 - June 2011
ARAMARK Refreshment Services October 2007 - December 2009
Skills
Data Analysis, Financial Analysis, Market Research, Microsoft Office, Microsoft Excel
Education
Loyola University Chicago 2007 — 2011
Human Resource Management, Operations Management, Sport Management
The University of Chicago Booth School of Business
Project Management Strategy
Aveta Business Institute
Six Sigma Lean/DFSS Green Belt Certified
Morningstar June 2014 - Present
Morningstar August 2012 - Present
Morningstar July 2011 - August 2012
Morningstar January 2010 - June 2011
ARAMARK Refreshment Services October 2007 - December 2009
Skills
Data Analysis, Financial Analysis, Market Research, Microsoft Office, Microsoft Excel
Education
Loyola University Chicago 2007 — 2011
Human Resource Management, Operations Management, Sport Management
The University of Chicago Booth School of Business
Project Management Strategy
Aveta Business Institute
Six Sigma Lean/DFSS Green Belt Certified
Dawn Rescigno's Morningstar Experience February 2011 - February 2012
Job Assistant Site Editor at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar, Inc. March 2012 - Present
Morningstar February 2011 - February 2012
Morningstar June 2001 - February 2012
CoolSavings, Inc. May 1999 - May 2001
Skills
Digital Marketing, Online Marketing, Product Management, Social Media, Product Development, Relationship Management, Web Content Management
Education
Loyola University Chicago
B.S, Applied Psychology
St. Ignatius College Prep
Morningstar, Inc. March 2012 - Present
Morningstar February 2011 - February 2012
Morningstar June 2001 - February 2012
CoolSavings, Inc. May 1999 - May 2001
Skills
Digital Marketing, Online Marketing, Product Management, Social Media, Product Development, Relationship Management, Web Content Management
Education
Loyola University Chicago
B.S, Applied Psychology
St. Ignatius College Prep
Robert Lyddy's Morningstar Experience March 2004 - Present
Job VP Quality Assurance at Morningstar, LLC
Industry Financial Services
Experience
Morningstar March 2004 - Present
Judge Technical Services 2000 - 2003
Fleet Credit Card Services 1999 - 2000
Towers Perrin 1996 - 1999
Skills
SDLC, Software Quality..., Quality Assurance, Microsoft SQL Server, User Acceptance Testing, Portfolio Management, Requirements Analysis, Fixed Income
Education
La Salle University 1991 — 1996
Computer Science
George Washington High School 1977 — 1981
Morningstar March 2004 - Present
Judge Technical Services 2000 - 2003
Fleet Credit Card Services 1999 - 2000
Towers Perrin 1996 - 1999
Skills
SDLC, Software Quality..., Quality Assurance, Microsoft SQL Server, User Acceptance Testing, Portfolio Management, Requirements Analysis, Fixed Income
Education
La Salle University 1991 — 1996
Computer Science
George Washington High School 1977 — 1981
Tinah Fox's Morningstar Experience 2006 - 2008
Job Account Executive at Country Roads Magazine
Industry Media Production
Experience
Morningstar 2006 - 2008
Ibbotson Associates October 2000 - March 2006
Education
Louisiana State University
Bachelors, Sociology
Morningstar 2006 - 2008
Ibbotson Associates October 2000 - March 2006
Education
Louisiana State University
Bachelors, Sociology
Alex Moritz's Morningstar Experience May 2008 - Present
Job Client Manager at Morningstar
Industry Financial Services
Experience
Morningstar May 2008 - Present
Morningstar May 2008 - August 2010
Skills
Investments, Financial Analysis, Mutual Funds, Asset Allocation
Education
Loyola University Chicago 2004 — 2007
Bachelors, Economics and French
Morningstar May 2008 - Present
Morningstar May 2008 - August 2010
Skills
Investments, Financial Analysis, Mutual Funds, Asset Allocation
Education
Loyola University Chicago 2004 — 2007
Bachelors, Economics and French
Natalie Andrus's Morningstar Experience April 2011 - January 2014
Job Retired SVP, Licensed Data,
Industry Financial Services
Experience
Morningstar April 2011 - January 2014
Morningstar March 2009 - April 2011
Morningstar January 2005 - February 2009
Morningstar August 2002 - January 2005
Van Kampen Investments July 2001 - August 2002
Van Kampen Investments May 1998 - July 2001
Morgan Stanley Smith Barney June 1996 - May 1998
Morningstar June 1993 - May 1996
Skills
Mutual Funds, Hedge Funds, Asset Management, Equities, Securities, Financial Services, Asset Managment, Marketing Communications, Investments, Portfolio Management, Alternative Investments, Investment Strategies, Investment Management, Investment Advisory, Series 7, Asset Allocation
Education
Kenyon College 1989 — 1993
BA, English
Morningstar April 2011 - January 2014
Morningstar March 2009 - April 2011
Morningstar January 2005 - February 2009
Morningstar August 2002 - January 2005
Van Kampen Investments July 2001 - August 2002
Van Kampen Investments May 1998 - July 2001
Morgan Stanley Smith Barney June 1996 - May 1998
Morningstar June 1993 - May 1996
Skills
Mutual Funds, Hedge Funds, Asset Management, Equities, Securities, Financial Services, Asset Managment, Marketing Communications, Investments, Portfolio Management, Alternative Investments, Investment Strategies, Investment Management, Investment Advisory, Series 7, Asset Allocation
Education
Kenyon College 1989 — 1993
BA, English
Dayna Doman's Morningstar Experience August 2013 - Present
Job Team Lead Private Data at Morningstar
Industry Financial Services
Experience
Morningstar August 2013 - Present
Morningstar October 2010 - August 2013
Morningstar July 2009 - October 2010
Porsche June 2009 - August 2009
Skills
Data Analysis, Relationship Management, Databases, Process Improvement, Investments, Alternative Investments, Finance, Cross-functional Team..., Lean Six Sigma, Morningstar, Morningstar Direct, Financial Services, Microsoft SQL Server, Portfolio Management, Retirement Plan..., Microsoft Office, Product Management, Mutual Funds, Equities
Education
Kalamazoo College 2005 — 2009
BA, Economics & Business, German
Morningstar August 2013 - Present
Morningstar October 2010 - August 2013
Morningstar July 2009 - October 2010
Porsche June 2009 - August 2009
Skills
Data Analysis, Relationship Management, Databases, Process Improvement, Investments, Alternative Investments, Finance, Cross-functional Team..., Lean Six Sigma, Morningstar, Morningstar Direct, Financial Services, Microsoft SQL Server, Portfolio Management, Retirement Plan..., Microsoft Office, Product Management, Mutual Funds, Equities
Education
Kalamazoo College 2005 — 2009
BA, Economics & Business, German
William Tierney's Morningstar Experience May 2013 - Present
Job Assistant Vice President Structured Credit Research at Morningstar
Industry Commercial Real Estate
Experience
Morningstar May 2013 - Present
Capmark Bank 2011 - 2013
Capmark Finance Inc 2006 - 2011
GMAC Residential Mortgage 2003 - 2005
Skills
Asset Managment, Real Estate Economics, Loans, Portfolio Management, Valuation, Credit, Credit Analysis, Commercial Mortgages, Financial Analysis, Real Estate, Underwriting, Structured Finance, Asset Management, Real Estate Financing
Education
La Salle University 1999 — 2003
BA, Business, Communication
Morningstar May 2013 - Present
Capmark Bank 2011 - 2013
Capmark Finance Inc 2006 - 2011
GMAC Residential Mortgage 2003 - 2005
Skills
Asset Managment, Real Estate Economics, Loans, Portfolio Management, Valuation, Credit, Credit Analysis, Commercial Mortgages, Financial Analysis, Real Estate, Underwriting, Structured Finance, Asset Management, Real Estate Financing
Education
La Salle University 1999 — 2003
BA, Business, Communication
Chris Serra, CFA's Morningstar Experience February 1993 - December 1994
Job Senior Equity Analyst at Thrivent Asset Management
Industry Investment Management
Experience
Thrivent Asset Management October 2008 - Present
Thrivent Asset Management June 2001 - June 2007
Thrivent Asset Management June 1998 - June 2001
William Blair and Company January 1995 - June 1998
Morningstar February 1993 - December 1994
Skills
Asset Management, Equity Research, Equities, Investments, Business Valuation, Factset, Bloomberg, Fundamental Research, Equity Valuation, Value Investing, Industry Analysis, Portfolio Management, Valuation, DCF, Economics, Asset Managment, Investment Strategies, Competitive Analysis, Securities, Investment Management, Alternative Investments, Research, Asset Allocation, Mutual Funds, Financial Services, Wealth Management, Investment Advisory, Emerging Markets, Financial Analysis, Stock Picking, Equity Trading, Financial Markets, Series 7, Financial Modeling, Strategic Financial..., Capital Markets, Hedge Funds, Investment Banking, Due Diligence, Finance, Derivatives, Quantitative Analytics, Private Equity, Options, Investor Relations, Corporate Finance, Trading
Education
RSM Erasmus University 2007 — 2008
Student
Lawrence University 1988 — 1992
BA, Economics
Chartered Financial Analyst
Thrivent Asset Management October 2008 - Present
Thrivent Asset Management June 2001 - June 2007
Thrivent Asset Management June 1998 - June 2001
William Blair and Company January 1995 - June 1998
Morningstar February 1993 - December 1994
Skills
Asset Management, Equity Research, Equities, Investments, Business Valuation, Factset, Bloomberg, Fundamental Research, Equity Valuation, Value Investing, Industry Analysis, Portfolio Management, Valuation, DCF, Economics, Asset Managment, Investment Strategies, Competitive Analysis, Securities, Investment Management, Alternative Investments, Research, Asset Allocation, Mutual Funds, Financial Services, Wealth Management, Investment Advisory, Emerging Markets, Financial Analysis, Stock Picking, Equity Trading, Financial Markets, Series 7, Financial Modeling, Strategic Financial..., Capital Markets, Hedge Funds, Investment Banking, Due Diligence, Finance, Derivatives, Quantitative Analytics, Private Equity, Options, Investor Relations, Corporate Finance, Trading
Education
RSM Erasmus University 2007 — 2008
Student
Lawrence University 1988 — 1992
BA, Economics
Chartered Financial Analyst
Murong Xu's Morningstar Experience June 2009 - July 2011
Job Teaching Asistant at West Virgina University
Industry Higher Education
Experience
West Virgina University August 2013 - Present
HSBC August 2012 - July 2013
Morningstar June 2009 - July 2011
Skills
Data Analysis, Statistics, Analytics
Education
West Virginia University 2013 — 2018
Doctor of Philosophy (Ph.D.), Discrete Mathematics; Graph Theory; Complex Network; Optimization
Jinan University 2009 — 2012
Master's degree, Applied Mathematics; Optimization
Jinan University 2005 — 2009
Bachelor's degree, Information and Computing Science
West Virgina University August 2013 - Present
HSBC August 2012 - July 2013
Morningstar June 2009 - July 2011
Skills
Data Analysis, Statistics, Analytics
Education
West Virginia University 2013 — 2018
Doctor of Philosophy (Ph.D.), Discrete Mathematics; Graph Theory; Complex Network; Optimization
Jinan University 2009 — 2012
Master's degree, Applied Mathematics; Optimization
Jinan University 2005 — 2009
Bachelor's degree, Information and Computing Science
Rhiannon Miller's Morningstar Experience July 2015 - Present
Job Database Marketing Analyst at Morningstar
Industry Marketing and Advertising
Experience
Morningstar July 2015 - Present
Morningstar May 2014 - Present
Morningstar May 2013 - May 2014
Designs For Dignity January 2013 - May 2013
PowerHouse Advisors, LLC January 2013 - May 2013
Lake Forest College September 2011 - May 2013
Author Diane Falanga May 2012 - September 2012
Lake Forest College May 2012 - August 2012
Northwestern Mutual June 2011 - August 2011
AquaVida June 2011 - August 2011
Skills
Eloqua/ Oracle..., Adobe Site Catalyst, Public Speaking, Survey Methodology, Social Networking, Prezi, Presenting Ideas, Microsoft Office, Writing, Adobe Creative Suite, Copy Editing, Survey Design, HTML, Survey Gizmo
Education
Lake Forest College 2010 — 2014
Bachelor of Arts (B.A.), Communication, Senior
The Prairie School 2006 — 2010
Morningstar July 2015 - Present
Morningstar May 2014 - Present
Morningstar May 2013 - May 2014
Designs For Dignity January 2013 - May 2013
PowerHouse Advisors, LLC January 2013 - May 2013
Lake Forest College September 2011 - May 2013
Author Diane Falanga May 2012 - September 2012
Lake Forest College May 2012 - August 2012
Northwestern Mutual June 2011 - August 2011
AquaVida June 2011 - August 2011
Skills
Eloqua/ Oracle..., Adobe Site Catalyst, Public Speaking, Survey Methodology, Social Networking, Prezi, Presenting Ideas, Microsoft Office, Writing, Adobe Creative Suite, Copy Editing, Survey Design, HTML, Survey Gizmo
Education
Lake Forest College 2010 — 2014
Bachelor of Arts (B.A.), Communication, Senior
The Prairie School 2006 — 2010
Nick Forte's Morningstar Experience January 2002 - Present
Job Managing Director IT at Morningstar
Industry Financial Services
Experience
Morningstar January 2002 - Present
RDA Corporation April 1999 - December 2001
Skills
Finance, SDLC, Software Development, SQL, Financial Modeling, Databases, Microsoft SQL Server
Education
La Salle University
BS, Finance
Morningstar January 2002 - Present
RDA Corporation April 1999 - December 2001
Skills
Finance, SDLC, Software Development, SQL, Financial Modeling, Databases, Microsoft SQL Server
Education
La Salle University
BS, Finance
Denice Primeau's Morningstar Experience March 2000 - August 2006
Job Senior Product Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab September 2014 - March 2015
WellPoint April 2013 - August 2014
Curian Capital February 2012 - February 2013
Blue Cross and Blue Shield, (IL, NM, OK, TX) July 2007 - December 2011
Morningstar March 2000 - August 2006
Arnold Worldwide 1998 - 1999
Leo Burnett 1984 - 1998
Skills
Product Management, Competitive Analysis, Consumer Healthcare, Consumer Marketing, Direct Marketing, Financial Services, Integrated Brand..., Market Analysis, Marketing..., Marketing Strategy, Media Buying, Media Planning, Microsoft Office, Online Advertising, Presentations, Product Development, Project Management, Project Planning, Search Advertising, Strategic Planning, Web site product..., Marketing, Cross-functional Team...
Education
Loyola University of Chicago
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Advertising
Charles Schwab March 2015 - Present
Charles Schwab September 2014 - March 2015
WellPoint April 2013 - August 2014
Curian Capital February 2012 - February 2013
Blue Cross and Blue Shield, (IL, NM, OK, TX) July 2007 - December 2011
Morningstar March 2000 - August 2006
Arnold Worldwide 1998 - 1999
Leo Burnett 1984 - 1998
Skills
Product Management, Competitive Analysis, Consumer Healthcare, Consumer Marketing, Direct Marketing, Financial Services, Integrated Brand..., Market Analysis, Marketing..., Marketing Strategy, Media Buying, Media Planning, Microsoft Office, Online Advertising, Presentations, Product Development, Project Management, Project Planning, Search Advertising, Strategic Planning, Web site product..., Marketing, Cross-functional Team...
Education
Loyola University of Chicago
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Advertising
James R. Costner III's Morningstar Experience August 1996 - Present
Job Director at MorningStar
Industry Management Consulting
Experience
Self-employed August 1996 - Present
MorningStar August 1996 - Present
Education
Lenoir-Rhyne University 2007 — 2012
Master's degree
Lenoir-Rhyne University 2007 — 2012
Bachelor's degree
Self-employed August 1996 - Present
MorningStar August 1996 - Present
Education
Lenoir-Rhyne University 2007 — 2012
Master's degree
Lenoir-Rhyne University 2007 — 2012
Bachelor's degree
Vanguard
Franklin Templeton Investments
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments